If a patient is missing from the case list, check the facility EMR to verify that a case exists for the patient on the DOS being reconciled.

To Create a New Case…

<Steps>
<Step>

Use the action menu (3 dots) in the Cases Pane to add a new case to the existing batch. Select 'Create Case' from the menu.

![1) Use the action menu (3 dots) in the Cases Pane to add a new case to the existing batch.](/uploads/2026/06/3d8f71ae-0018-41a8-8a91-ac6660e2e1c7.png)

</Step>
<Step>Then, ensure that the appropriate values have been entered for DOS, Full Name (including LAST, FIRST formatting if desired), and Date of Birth have been entered and click "Create Case".</Step>
</Steps>

![2) Then, ensure that the appropriate values have been entered for DOS, Full Name (including LAST, FIRST formatting if desire…](/uploads/2026/06/28eeca74-93ca-4133-85db-784cb900347b.png)

3)Finally, follow the final two steps outlined in the ' [Attach a Document to a Case](/hank-claim-maker/guide/attach-document-to-a-case)' section to complete the creation of the case.