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The content of a Case is made up of parts corresponding to checklists about every aspect connected to the Patient-Learner encounter: from initial instructions preceding the encounter, through evaluation of the encounter from all possible perspectives (Learner, SP, Faculty), also including possibilities for evaluation and training of participants.

The most important aspects of a Case are thus the parts (checklists) that are made up of sections and items (questions and - depending on the type of item - answer choices).

Parts can be created or edited on the Case content screen accessible via the Case Content button in the Edit Case pop-up window.

Learn more about the Classic Content Editor here.


If a Case has been used in an Activity and data entry has been made for it, any modification on it causes irreversible change and/or data loss.

For different Activities, it is recommended that Cases be copied and reused, but not directly linked to several Activities.

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.