1.Create or open an existing call in order to access the Case and Patient Information. For detailed instructions on how to Add and Edit Calls, please see this topic.

2.Click on the button.

3.The Case finder form will open.

4.Search for the case you want to link to this Call. 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:

Once a case is associated with the call, the following options will be available:

➢  - Clear case link - This will remove the case from the call.

➢ - Open Related Case - This will open the case associated with the call.

➢ - View Related Case Documents - This will display the Case Images and Attachments form which lists all attachments associated with the case.

➢ - Print Workorder for related Case - This will print the Workorder for the associated case. Note that the Workorder will be printed to the printer set in File > Global Settings > Global > Printers, or in File > Personal Settings > Printers if the user is permitted to select a different printer.

➢ Print this note on Workorder - If checked, the new notes will be printed on the case Workorder.

➢ Print Workorder on Save - If checked, the Workorder will be printed immediately after the call is saved.

➢ Add this note to Invoice Notes - If checked, the new notes will be printed on the case Invoice.

➢ Share New Notes With: Technician @ Technician Bench - If checked, these notes will be available on the Technician Bench.

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 of the Customer form, select a call that has a linked case.

•Click on the icon,

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

•or open the call and click on the icon.

2.The Case Images and Attachment form will open and display a list of files attached to the case.

View related Case Documents

➢ Select the file you wish to open.

➢ Click .

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

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