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 protocoling 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.
Cases 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.
❗Only the Case Creator can close 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.