Creating Cases

Cases can be created under the menu Cases (1) on the left-hand side on your screen and from a Patient Card (2).

On this page:

Video: How to create a case via Teams

Video: How to create a case from a Patient Card

Steps: Creating a Case


 

👇 The following video showcases how to create a case under the menu Cases (1)

 

 

👇 The following video showcases how to create a case from a Patient Card (2). 


 

Steps - Creating a Case 

👇 Hover over  and click on   in the image below to to learn more about the different steps. 



  1. Click on the plus icon next to Cases (1), or in a Patient Card 'Create Case' (2)
  2. Select a Team. You can also add multiple teams
  3. Add a subject and more information if required
  4. If you're not creating the case from a Patient Card, then you will need to select a patient
  5. Cases can be triaged as Normal, High, or Urgent
  6. Add reports, scans, images or other files via the Attach Media button
  7. Once done, click Submit Case

 

💡 Foxo Tip

Cases can be sent from outside an Organisation & Team. This means the person creating and sending the case doesn't need to be a member of the receiving Organisation & Team. For example, a team can accept external cases from referrers, specialists, GPs etc.

 

Done. ✅ Now learn how to triage Cases.