Before creating a case, you will need to create a consumer. One of the easiest ways to do this is from the general navigation bar on the left side of the screen.
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2. Remove "Search" from the consumer name and type in the name of the consumer you are searching for. You can also search by date of birth. Then hit "filter." Note: "Search" is pre-populated in the consumer name to prevent a list of consumers showing when you view this screen. This is due to HIPPA compliance. |
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3. Click on the consumer name. Now you will see the consumer information at the top of the screen. You will also see the case history that includes any associated cases.
From here, you can edit consumer information, view more information or view cases. |
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