After creating Sessions inside a Cast sheet, you can add Cases to request and confirm selected SPs.
The duration of each Case (encounter) is in line with the start and end date of the Session the appointment was added to.
Your selected SPs will receive requests via the SPA Mobile Application, indicating the time and date of the Session, with the Case title or the Custom subject in the subject:
- Click +Add Case inside a Session.
You will be presented with a Case drop-down, with no Case selected by default.
- Select a Case from the drop-down or add a Custom subject.
Add Cases to Import Case Requirements
- To add Cases to a Session, open the drop-down.
- Search among the existing Cases using the quick search bar.
- Click on a Case to add it. Your settings will be automatically saved once you have selected a Case from the list.
The Case requirements of the selected Case will be imported and can automatically be applied as Filters by a flip of a switch on the Recruit SP popup:
Adding a Custom Subject
- Open the Case drop-down.
- Select the "Custom Subject" item from the top of the list.
- Click on the blue pencil icon to edit the subject and to create a Custom Subject.
- Add a new title and description to your Custom subject.
- Click Save to have your Custom subject and its details added.
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page:
-
Page: