Collaborator: Assign Case to Self


When needed, this will allow you to create a case and assign to yourself.  You can then add any associated doctors (referring doctor, lab etc.) to the case at anytime.

Please follow the instructions below:

  1. Login
  2. Select "Refer Case"
    **note, you may not see all icons that appear above.
  3. Select the green button labeled "Assign Case to Self"
  4. This will open your own referral form to be filled out.
  5. Once you have completed the needed fields, select the green button labeled "Complete and Send" located at the bottom of the form:

  6. On the confirmation page, you will have a few additional options as seen below- select the first option, "View Case":

  7. This will bring you to the "Overview" tab of this Case just submitted:
  8. Note, because the case is assigned to your user, you will be both the referred by and referred to on this case.
  9. You can choose to add additional users on this case under "Associated Doctors & Staff" section.
    1. For further instructions on how to complete this, click here.  
      *note this step is not required!       
    2. You can add or remove people from this section at anytime.   

Once an associated doctor or staff member is added to your case, they will be notified and have full access to this case.  Please note, they can be removed at anytime as well!


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk