Access an Existing Case

There are 3 ways to access an existing case:

• From the Dashboard under "Recent Cases"
• From the Cases Dashboard
• From the Consumer Dashboard

This article will go over each option as well as important information for each.

 

From "Recent Cases"

 

From the Cases Dashboard

1. From the main navigation, click on "Cases"
2. Use the search function to search for a case.  Click on any open case to edit or closed / archived cases to view.

From the Consumer Dashboard

1. From the main navigation, click on "Consumers"
2. Use the search function to search for a consumer.   Note that the "Consumer Name" will show "Search" in the search bar.  This is by design to comply with HIPAA.
3. After filling in the search terms and clicking "Filter," click on the name of the consumer
4. From the Consumer record, you will see all associated cases at the bottom of the screen.  Click on "View Case" to view the case or edit, depending on the status of the case.