- Once on your dashboard
- Under Your Cases, you can search for the particular case by using the following filters:
SEARCH BY CREATED DATE
This will allow you to search by the created date of your existing cases.
- Under Your Cases
- Enter a beginning date within the Created Begin Date text field, representing the earliest created case date you would like to search through:
- Enter a End Date, representing the latest created case date you would like to search to:
- Your results will auto adjust as you enter the beginning and end created dates:
- You can modify the dates at anytime, or remove the dates completely to remove the search filter:
SEARCH CASES
This will allow you to search by the patient name, doctor/staff name, and status for any existing cases you are associated with.
- Under Your Cases
- Under the Search Cases text field, you can type in keywords to search for:
- Patient First & Last Name
- Referred By (or associated doctors & staff on case)
- Treatment
- Status
- Once entered, it will auto display any results that match directly below:
- You can modify the search text entered, or remove the text completely to remove the search filter results:
CASE STATUS
This will allow you to search by the case status, for any existing cases you are associated with (including rejected and archived cases).
- Under Your Cases
- Under the Status dropdown, select the status you would like to search for:
- Once selected, it will auto display any results that match directly below:
- You can modify the selection within the Status dropdown, or select the Status option to remove the search filter results: