Case Management

All the tools and tips you need to effectively manage your cases

Case Search

Quickly find your cases using keywords, dates, or tags

Filtering

Filter your cases based on status, category, or priority

Export

Export and share your cases in PDF or other formats

Sharing

Securely share your cases with other healthcare professionals

Editing

Update case details and track changes

Tips and Best Practices

Stay Organized

Categorize and organize your cases using tags

Backup

Regularly backup and archive your important cases

Secure Sharing

Carefully configure privacy settings when sharing cases

Next Steps

Check out our sharing guide to learn more about case sharing

Go to Sharing Guide