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titleCreate Case Records

This allows a case record to be created and review forms assigned and completed before the SUS data from a Trust is sent to Clarity and loaded to the RCR system.

  1. From the SiteAdmin menu select Create Case
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  2. Enter as much details as possible into the Create Case form but a minimum of first name, last name, PatientID and Date of Birth are required to enable a case record to be created. Click Create.
  3. This will then open up the case record page with the new case record, you can now add review forms to the case record.

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