1.Create or open an existing call in order to add Case and Patient Information. (for detailed information about how to Add and Edit Calls please see this topic)

2.Click on the button.

3.Case finder form opens.

4.Search the case you wish to enter on the Call form. If the case has previous Call Notes those will display on the lower portion of the form.

5.Click Select.

Case and Patient Information is added

Information:

If the Case number is entered then the following options will become available:

➢  - Clear case link - if clicked the the case number will be removed.

➢ - Open Related Case - will display case details.

Note: If the Call has no Cases linked then an appropriate message will display, otherwise the Case form will be displayed with details of the linked case.

➢ - View Related Case Documents  - Case Images and Attachments form is displayed with the list of all attachments of the selected case.

Note: If the Call has no Cases linked then an appropriate message will be displayed, otherwise the Case Image and Attachments form will be displayed along with the list of the attached files.

➢ - Print Workorder for related Case - Selecting this option will print the Workorder. Note that the Workorder will be printed on the printer set in File > Settings > Global > Printers or in File > Settings > Personal > Printers only if the user is permitted by security policies to make changes.

➢Print This Note on Workorder - if checked the new notes will be printed on Workorder

➢ Print Workorder on Save - if checked then Workorder will be printed right after the call is saved

➢ Add this Note to Invoice Notes - if checked the notes will be printed on Invoice

➢ Share this call with Customer

1.On the 3.Calls and Notes tab on Customer form select the call that has the case linked.

Note: This option is not available if case is not linked to the call.

2. Click on

• on the 3.Calls and Notes tab on Customer form

•or right click on the call and select Open related case

• or open the call to edit and click on on General tab.

3.Linked case details are displayed.

Note: Additionally My Calls, Pending Call list on the Main Page and Department Calls have a menu option on the left panel to perform the same function

1.On the 3.Calls and Notes tab on Customer form select the call that has case linked.

Note: This option is not available if case is not linked to the call.

•Click on on the 3.Calls and Notes tab on Customer form

• or right click on the call and select View Related Case Images

•or open the call for edit and click on on General tab.

2.Case Images and Attachment form displays with the list of attached files

View related Case Documents

➢Select the file you wish to open by clicking on the record in the grid

➢Click

➢New attachments can be added by clicking on the button, notes can be edited by clicking on or any existing files can be removed by clicking on the button.

➢Click Close to close the form and return to the previous screen.

See more details about how to add an attachment to a case in this topic.