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Manage Cases


 Create 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
  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.
 Add a Review Form to a Case Record and Assign as Priority
  1. locate the case record you wish to add a review form to.  You can locate this either via the Dashboard links/search buttons,  the Search option on the main toolbar or the Manage Case option of the SiteAdmin menu.
  2. In the Search results table click Open to open the case record page.
  3. Click the Manage Case button, this is above the review form summary table on the case record page. 
    This will open the Manage Cases page for the case record.
  4. Click the Assign/Hide/Prioritise button

    This will open the Assign, hide, prioritise Review page which looks similar to the Case Record page but with a different review form summary table.
  5. Click on the Add Review button above the review form summary table

    This will show the Select Review Form window.
  6. Click on the down arrow to show all review forms assigned to the selected site
  7. Click on the form you wish to add
  8. Click Add
  9. The Select Review Form window will close and the Assign, hide, prioritise Review page will update to show the new review form added to the review summary table.
  10. If you wish to assign the review form as a priority review, click on the Change to High button.  This will then place the review form at the top of the table with a flag icon displayed
  11. Click on the Back to Manage Cases button, your case record show be displayed at the top of the table
  12. Click on Open button to open the case record page
  13. Your added review form should be included in the review form summary table with the status of Not Started
 Hide a Review Form on a Case Record
  1. locate the case record you wish to add a review form to.  You can locate this either via the Dashboard links/search buttons,  the Search option on the main toolbar or the Manage Case option of the SiteAdmin menu.
  2. In the Search results table click Open to open the case record page.
  3. Click the Manage Case button, this is above the review form summary table on the case record page 

This will open the Manage Cases page for the case record.

4. Click the Assign/Hide/Prioritise button. This will open the Assign, hide, prioritise Review page which looks similar to the Case Record page but with a different review form summary table.  

This will open the Assign, hide, prioritise Review page which looks similar to the Case Record page but with a different review form summary table.

5. Use the button in the Hidden column to show or hide the review form.

    • If a review form is assigned to the case record and visible the Hidden column will show a red button with the text Hide?
    • If  are review form is assigned to the case record but not visible, the Hidden column will show a red button with the text Restore?

6. Return to the case record via the Back to Manage Cases button







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