- Click the Cases icon on the Dashboard.
You will directed to the Cases & Cabinets screen with the Cabinets on the left and Cases on the right. - Click the +New button on the right side of Cases.
- The Edit Case pop-up window opens.
Enter the name of the Case and the presenting complaint in the corresponding fields in the header of the Edit Case window.
Note
Once the name of the new Case is entered and automatically saved, the Case Content button becomes active
4. Once finished with the header you can continue with the following steps:
- Fill in the relevant information on the different tabs of the Edit Case pop-up window
- Create Case Content
Warning
IMPORTANT: A Case is only be available in the Edit Activity pop up in the Activities module if the Enable this case in the Activity Manager box is checked.
Tip
If you are planning to not use a specific Case for a while, it can be hidden from the side menu by checking the Hidden box— the system still stores the Case and its contents but it will not be visible.
For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.
Overview
Content Tools