User Guides

Assigning treatment details (Pre-treatment stage)
Once the type of fertility treatment, and any additional treatments, have been agreed on, the consent case can be updated. Firstly, enter the cases sec...
Fri, 11 Jun, 2021 at 10:48 AM
Managing Cases
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 ...
Wed, 29 Sep, 2021 at 10:47 AM
Exporting Forms and Archiving Cases
Overview Once a consent case is created the required clinic and HFEA forms are automatically assigned. The status of each form changes as the patient / p...
Tue, 10 Dec, 2019 at 9:17 AM
Forms - Re-exporting
When forms need re-exporting, this can be done by going into the case and selecting the Export Logs tab. Forms can be re-exported for all current cases ...
Mon, 25 Mar, 2024 at 10:20 AM
Finding and filtering cases
Finding Cases There are three ways in which you can locate a case; The first way is to scroll down the cases section of the platform and look for the ...
Wed, 29 Sep, 2021 at 11:00 AM
Adding a note to a case
Find the case you wish to add a note to and click into the case  Scroll down until you reach a summary of the case highlighting what has been completed...
Thu, 28 Feb, 2019 at 11:00 AM
Re-issuing a form
Sometimes it is necessary to re-issue a form, either because of an error or inconsistencies between partner and patient forms. Click into the case in w...
Thu, 28 Feb, 2019 at 11:01 AM
Forms - Adding and Removing
If needed clinic staff can manually add and remove forms to a consent case. At the bottom of the consent case is a button called "Add / Remove mate...
Wed, 30 Nov, 2022 at 12:23 PM
How to reset CIPs / MIPs
Click into the case in which you wish to reset the MIPs / CIPs  Scroll down until you reach the summary section  Click the "MIPs / CIPs" but...
Thu, 28 Feb, 2019 at 11:02 AM
Clinic staff - signing HFEA Welfare of Child (WoC) form
Once a patient / partner has completed and signed the Welfare of the Child (WoC) form it must be reviewed by clinic staff, updated and signed to specify if ...
Wed, 13 Feb, 2019 at 9:37 AM