Case Screen: Case File Tab
- Case File
- Download Files
This article is meant to assist you with the Case File Tab in a Case Screen.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at email@example.com.
Case File Tab Layout
The Case File view allows you to view all completed, due, drafted, or expiring reports and activities. Additionally, you can view any case revision history, placement history, and more!
Image: “Case Screen: Case File Tab Layout”
Use the "Show" drop-down to select what you want to view in the Case File.
Image: “Show Case Records Options”
|Activities||Displays a list of all due and completed activities for the client|
|Required Activities||Displays a list of all due and completed required activities for the client|
|Daily Activities||View all daily activities completed or coming due|
|Case Notes||Displays a list of all case notes for the client|
|Expenses||Displays a list of all of the incurred expenses for the client|
|Medical||Displays a list of all medical due/completed dates for the client|
|Medical Case Notes||Displays a list of all medical case notes for the client|
|Placements||Displays a list of all placement history for the client|
|Placements + Rates||Displays a list of all placement and rate changes for the client|
|Reports||Displays a list of all due and completed reports for the client|
|Revisions||Displays a list of all revisions made for the client|
|Tests||Displays a list of all due and completed tests for the client|
|Audit Log||Shows all recent activity in the case, including who has accessed it, edited it, or created any items|
|Recently Deleted||Lists all items that have been deleted from the case profile in 90 days|
You can download all of the files available in the Case File directly to your computer in a zip folder. Once downloaded, you will be able to access a folder with all the home documentation, in chronological order. You can choose to either download all files or all files in the last 45 days.
Image: “Download Files Option”