Overview 

The Find My Cases module is the search directory for you to access and manage all of your existing cases, as well as being a historical archive for previously completed reports. This module can be accessed by the menu.

 

Purpose(s) 

• Searching for specific case(s) with the help of key words or filters
• Accessing and viewing all the details of a case including documents
• Updating the claimant’s attendance status
• Uploading dictations & reports

Features

The Find My Cases module display provides a brief overview of the most recently updated cases, as well as providing you the option to search and filter through existing cases.

Search and Filter for Cases

You can search for a case by inputting details visible on the overview to specify the case you’re aiming to search for in the search bar. These include:

1. 1. Case Number
   2. Claim Number
   3. Type of Claim/Report
   4. Name of Claimant, Client or Case Manager

.You can also specify the type of cases the module will show. You can tick/untick the following boxes:

• • IME Reports
  • File Reviews
  • Supplementary Reports

• Ticking the “Show Case Document”s will display all documents that have been added to the case. They will be displayed on the right side of the case’s overview.

Hit “Enter” or click “Search” to find your results, or click ‘”Clear” to reset the search.

View Your Case’s Details

Cases are split into their respective type of case and can be expanded/minimised to view your targeted case. All results are defaulted to expanded.

You can access a case you want to view to see all of its details. To open the case for viewing:

• • Click on the blue text under the column “Case No” of your case OR

• • Click on the three dots furthest left to your case file and click “View Claim Details” or “View Request Details”. Both options opens your case, showing Section 1. Claim Details as default. 

To view the contents of a case, click on the corresponding link below.

View Your Case’s Documents

To open the case to view a case’s documents, click on the three dots furthest left to your case file and click “View Case Documents”.

Update Your Claimant’s Attendance

For an IME report case, you’ll need to change the status of the claimant dependent on whether they attended your confirmed appointment. You normally can do this by following the “Update a Claimant’s Attendance” tutorial but if an error occurs, you can directly open the case to manually update your claimant’s attendance.

Click on the three dots to the left then click on ‘Update Patient Attendance”.

In the case, you’ll be directed to Section 4. Attendance & Cancellation. Select your claimant’s attendance status.

Click “Save” to update attendance, “Close” to discard all changes.

Upload Your Dictations and/or Reports to the Case

You can upload essential documents for a case. You normally can do this by following the “Upload Dictations and Completed Reports” tutorial but if an error occurs, you can directly open the case to manually upload your documents.

Click on the three dots to the left and click on “Upload Dictations & Reports”.

In the case, you’ll be directed to Section 5. Dictations & Report Information. Scroll done to find the corresponding area to upload your documents (they will have the button “Upload/View” instead of “View”).

Click “Upload/View”. A pop-up will appear where you can attach your file into the case.

Close the pop-up. You’ll know that a file has been attached when the grey check box turns green.

Click “Save” at the bottom of the page to send the document to the case manager.