Case Cards

Case cards show most case data at a glance, divided into five sections:

Interactive

Case card functionality has been totally overhauled in version 10, with the ability to edit most Case information directly without ever needing to open the case.

This is achieved with context menus - long pressing on sections/items (or right-clicking on macOS).

On iOS devices most menus now include advanced preview images which presents more data at a glance.

To open the Case for more advanced editing, tap on anywhere on the case card.

Case Context Menus

To view a context menu relevant to the Patient, tap & hold on the Patient section (or right click on Mac). This will bring up a summary card for the Patient as well as a menu of common functions, including the ability quickly view/edit their notes.

This is particularly useful if you need to quickly see their biometric data or notes at a glance.

Similarly, long pressing on a blank area of the Case Card itself (rather than individual items) will present a context menu with many Case-related functions, including:

  • Export options

  • Copy all non-patient case details (to paste onto another Case)

  • Applying a Template or creating a Template from the Case

  • Duplicating the Case

  • Clearing all Case details.