Create a case

• Enter the cases section of the platform and click the create case button
• Enter the necessary information and click the next button to proceed 
• Finally click the create case and set access to the patient button to submit

Edit a case

• Enter the cases section of the platform and click the edit button on the case that you wish to edit 
• Edit the necessary information and click update to proceed 

Reset a case 

• Find the case you wish to reset and click the view details button
• Then click the access detail and rest button
• Finally click the reset access button

Archive a case

• Find the case that you want to archive and click the view details button
• Click the archive case button , enter the necessary information and click archive to submit

View details of a case 

• Enter the cases section of the platform 
• Click the view details button 

View patient progress 

• Find the case you wish check the patient progress of , click on view details and scroll down until the pre-consultation materials (or pre-treatment materials) and click on that section
• Here you can check each patient progress as shown

View cases by status

• Enter the cases section of the platform 
• Click the all statuses button and choose the status you want to filter by

Add a note to a case

• Find the case you wish to add a note to , click on view details and scroll down until the pre-consultation materials (or pre-treatment materials) and click on that section
• Click on the notes section , add the necessary information and click add note to submit