What are Foxo Cases?

A Case is a workflow that enables you to send an actionable request or task with high, urgent or normal priority to a Team for response. A member of the receiving Team can then claim the Case and engage in a 1:1 Chat allowing real-time communication.


👉 Example Scenarios 

  • A Clinician is able to send a Case to an Admin Team to assist with providing missing patient information or booking in a patient.
  • A Technician is able to send a Case to a Clinical Team for review. 
  • A Referrer is able to send a Case to a Specialist Team to discuss patient results.

    💡 For clinical use cases and workflows go to our Solutions Guide


Case Workflow 🚀



Step 1: The Case Creator sends the Case to a Team

Step 2: A member of the receiving Team claims the inbound Case

Step 3: The Case Claimer actions the Case (or if assistance is required share the Case with another Team)

Step 4: Once actioned, the Case claimer closes the Case. This will send a close request to the Case Creator. 

Step 4: The Case Creator closes (or reopens) the Case. 


❗If the Case creator doesn't close the Case within 7 days, the Case will be automatically closed unless the Case creator reopens it during this time.