FAQs

To access the Case Review System an account must be created for you.  The person training you on how to use the system or your Trust's Senior Trust Administrator the case review project should have the advanced SiteAdmin user access and can create your account for you. 

You can find the list of Senior Trust Administrators for the Case Review Project

You have the ability to reset your password via the forgot your password? link on the login page of the system.

Click on the forgot your password link? and enter your details.  This will then send an email to your registered email address for you to reset your password.

More information on how to do this is available at Basic User Guide

Case Record - This is the page which holds all the information relevant to a case and hold all information such as patient details, hospital spell information and all review forms included in the review process for the case.  A case record will look similar to the following

Homepage - This is the first page that you see after logging into the system

Dashboard - This is the various sections within the Homepage

Main Toolbar - This is the menu bar at the top of the page.  It will contain such links as Home, Search, Reports and Help.  It will look similar to the following 

SiteAdmin - This is a user with advanced access permission enabling them manage certain areas and features, such as creating user accounts and case records.

Complete/Closed - This is the same thing and refers to the fact that a review process has been undertaken and no further action is required.

Batch - This is the discharge date month and year

Report Criteria Field Names e.g. - A full explanation of the report criteria field titles can be found in Reports

Single Select List - This is related to the answers for review form questions and refers to a list showing answer options whereby only one answer option can be selected

Multi Select List - This is related to the answers for review form questions and refers to a list showing answer options whereby more than one answer option can be selected

Once you log into the system you will see your Retrospective Case Review page.  From here you can search for a case by month using the links as shown on the page, or click on the Custom Search option to see a large list of cases (Mortality Review Cases page). 

To find a specific case from the Mortality Review Cases list click on the Search for case button on the list of cases and enter the PatientID, Month of Admission and Organisation Code.

You can also access the Mortality Review Cases page via the Search menu on the main blue toolbar.

More information on how to find case records is available at Basic User Guide

Each review form assigned to a case record has three buttons available to it Edit, View and Complete.  If you wish to show that you have entered all of the information for the review form and no further action is required for this review process, click the Complete button.

Clicking Complete will change the review form action buttons from Edit, View and Complete to View and ReOpen.  If you wish to ReOpen a review form you must enter a reason after clicking the ReOpen button.

More information on the review forms and action buttons can be found at Basic User Guide

You can find this information via the Review Status Listing report.

Enter the review type you are interested in and the status of Not Started. 

This will show you all CaseIDs for that review that are still to be completed.

More information on the reports can be found at Reports

You can use the Review Listing report to find a list of all Case Records with a status of Not Started.  You can also run this report to see any review form at any status.

If you wish to see a summary of the progress for review form completion there are various reports available with the system. 

More information on the reports can be found at Reports

If you wish to check how the review process for a specific speciality/review form you can use the Review Summary overview.

More information on the reports can be found at Reports

You can only assign review forms to case records if you have SiteAdmin access permission.  You will be able to tell if you have this level of access by the menu options on your Homepage, if this includes a SiteAdmin option then you have this permission level.  If you do not have SiteAdmin access and will require this please contact Clarity to discuss upgrading your account.

Once you have SiteAdmin access you will find instructions on how to add review forms to case Records within the SiteAdmin User Guide

Senior Trust Administrator

This role is not related to the Case Review System and is more a role within the Case Review Project itself.

Senior Trust Administrators are able to request changes to review forms and submit feedback on behalf of the users at your Trust, this being a designated Senior Trust Administrator.  This role also delegates the individual as a main point of contact for the Project and to manage any queries Clarity may have regarding your Trust’s involvement in the project overall.

SiteAdmin

If you wish to upgrade your access so that you are able to approve user account changes, create case records or assign review forms you will need to receive approval from your Trust's Senior Administrator, or a Site Admin user, please contact Clarity who will be able to assist and advise you accordingly.

If you wish to change the information showing in the table at the top of the Case Record you can do this by clicking on the Edit Spell button.

You can use the Review Form Question and Answer Template to print of a blank version of a review form, this shows all questions and answer options.

If you wish to print a copy of a specific case record review form, showing the answers selected you can do this using the Review Q and A report.

More information on the reports can be found at Reports