Case Manager - Additional Case Information

Quickstart Guide

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The Case Manager can be completely customized to reflect the information that is helpful to you in running your practice. 

To set-up your own case designation, begin by clicking SETTINGS. From there select Global Settings. In Global Settings you can select the settings that are most relevant to you. Specifically, you can name your own fields to appear in your case records.

 

 

After you have named the fields in your case records, you can select which you want to appear. Above the cases section of your Case Manager, click the SELECT FIELDS button.  A new window will pop-up which allows you to select the fields that you would like to display in your case record.