Collaborator: How to Accept a New Case


When a Case is referred to you, you may be notified in the following ways: 

    1. By email if your notification setting is selected for email
    2. By SMS if your notification setting is selected for SMS
    3. Through the portal, by looking at your collaborator dashboard

If you would like to Accept a case, please follow the directions below:

  1. Once on your dashboard
  2. Locate the patient case you would like to accept, and select the View button:
  3. Once the case is reviewed, select the Accept button located at the top of the Case:

  4. This will reload the case with the top status bar, from here you will see a confirmation that his case was successfully accepted:
  5. From here, you can manage this patient case here.
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