- Click the Cases icon on the Dashboard screen.
The Case Manager screen appears with the Cabinets and Cases panels. - Click the +New button in the Cases panel.
The Edit Case pop-up window appears. - Enter the desired 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 will be activated.
4. Once finished with the header, creating a case involves the following further actions:
- Filling out relevant information on the different tabs of the Edit Case pop-up window
- Creating Case Content
IMPORTANT: A case will only be available for use in activities if the box at Enable this case in the Activity Manager is checked.
NOTE: A case can be hidden by checking the box at Hidden.
Overview
Content Tools