Create a custom healthcare case type

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a custom healthcare case type for EMR Help.

    Before you begin

    Role required: admin.

    Set your scope to Healthcare and Life Sciences Service Management Core.

    About this task

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Click New.
    3. Fill in the following fields:
      • Label: The label for your healthcare case type. For example, EMR Case
      • Name: The table name for your healthcare case type. For example, sn_hcls_emr_case
      • Extends table: Healthcare case
    4. In the Controls tab, set Auto-number to true.
    5. In the Application Access tab, fill in the fields as follows:
      • Can read: True
      • Can create: True
      • Can update: True
      • Can delete: True
      • Allow configuration: True
    6. Right click in the header and select Save to save your updates.
    7. Click on the Additional Actions icon in the top left and click Configure > Dictionary.
    8. In the Dictionary Entries list view, locate the dictionary entry for the caste type you created by entering as follows into the corresponding column search fields:
      1. Table: sn_hcls_emr_case
      2. Type: collection
    9. Open sn_hcls_emr_case.
    10. Set Audit to true.
    11. Click Update.

    Result

    You now have a new case type extended from the abstract case type Healthcare case. For more information on the abstract Healthcare case type, see Healthcare case table.

    What to do next

    Configure the record producer for your healthcare case type.