Editing a Case Creation Automation Instruction

Click the Configuration menu icon (

) on the left vertical pane.

Click Case Automation.

The Case Automation Instruction List page is displayed.

Select a site from the Selected Site drop-down list. The organization name is displayed in bold and its associated sites are displayed below.

The list of case creation automation instructions is displayed. For each instruction the information displayed is Updated Date, Instruction Name, Created By, Status (displays that status of case creation instruction i.e. Suspended and Activated) and the Actions column provide you with the options to Activate, Suspend, Edit and Delete case creation automation instruction.

On selecting the site, the Create New Instructions button is enabled.

Note:

Only those sites to which you have access are available for selection. If no case creation automation instruction is created for the selected site, then the message is displayed as No Case Automation instructions exist for this site.

Select a site from the Selected Site drop-down list. The organization name is displayed in bold and its associated sites are displayed below.

The list of case creation automation instructions is displayed. For each instruction the information displayed is Updated Date, Instruction Name, Created By, Status (displays that status of case creation instruction i.e. Suspended and Activated) and the Actions column provide you with the options to Activate, Suspend, Edit and Delete case creation automation instruction.

On selecting the site, the Create New Instructions button is enabled.

Note:

Only those sites to which you have access are available for selection. If no case creation automation instruction is created for the selected site, then the message is displayed as No Case Automation instructions exist for this site.

If the case creation automation instruction you want to edit is displayed, open it in edit mode.

Click from the Actions column for the instruction you want to edit.
Click the name of case creation automation instruction from the Instruction Name column. The Case Instruction page is displayed . Click Edit.

The Case Instruction details are opened in the edit mode.

In the Instruction Details section, enter or select information as indicated in the table below:

Note:

All mandatory data entry fields have an asterisk (*) next to the label.

In this field	Enter or select this information
Instruction Name	Enter the instruction name. Note: Instruction Name should have minimum of 5 characters. This field is limited to 50 characters.
Description	Enter the required information for the instruction in the text box. Note: This field is limited to 200 characters. As the characters are added, it lowers the count of the number (200) present in the right corner. Once the characters exceed 150, the number in the right corner appears red.
From	The name of the logged in user is displayed in this field. This field is non-editable.
To	You can share a case with a single person / group or with multiple people / groups. You can share a case with a combination of people and groups. To share a case with one person, enter the first name, last name, or email address of the person you wish to share the case. To share a case with one group, enter the name of the group you wish to share the case. If you wish to share the case with more than one person/group, separate each person's name or group's name with a comma. Note: The icon indicates an individual Healthcare Provider. The icon indicates a group. Tip: With the cursor in the text field, start typing the first name, last name, or an email address or the name of group to display a drop-down list showing all registered users from your contacts and all the groups that are of the same organization that you belongs to. You can select from this list. For example, enter "Su" to search for a recipient with a name as "Suzanna" or with a group' name as "Sunlight Team". Note: When no values are found matching your entry then the message is displayed as `"No results found, please try again."` When you enter the same recipient again then the message is displayed as `"Recipient already selected."` If you want to remove the selected recipient, then select "X" next to the recipient's name.

In the Create Case With section, enter or select information as indicated in the table below:

In this field	Enter or select this information
Privacy	Select the privacy of the case as Limited Collaboration or Confidential by clicking the drop down list. The default Privacy value is Limited Collaboration. Limited Collaboration: The case can be re-shared with other users within the case receipts organization(s) Confidential: The cases once shared with the case recipients cannot be further re-shared with other users
Priority	Select the priority for a case automation creation instruction. Select the High Priority option if you want to prioritize this case creation automation instruction over others for the same site. By default, the Normal Priority is selected. The high priority cases are indicated with icon.
Clinical Reason	Select Clinical Reason from the drop-down menu for creating the case automation instruction. Note: The clinical reasons can vary across organizations.

In this field

Enter or select this information

Privacy

Select the privacy of the case as Limited Collaboration or Confidential by clicking the drop down list. The default Privacy value is Limited Collaboration.

Limited Collaboration: The case can be re-shared with other users within the case receipts organization(s)
Confidential: The cases once shared with the case recipients cannot be further re-shared with other users

Priority

Select the priority for a case automation creation instruction. Select the High Priority option if you want to prioritize this case creation automation instruction over others for the same site. By default, the Normal Priority is selected.

The high priority cases are indicated with icon.

Clinical Reason

Select Clinical Reason from the drop-down menu for creating the case automation instruction.

Note:

The clinical reasons can vary across organizations.

In the Instruction Duration section, enter or select information as indicated in the table below:

In this field	Enter or select this information
Always	This option is selected by default. It means this instruction will continue always without any limited period.
Limited time period	Select this option if you want the instruction to be applicable for a particular time duration. Note: Selecting this option enables Start Date/Time and End Date/Time fields. These fields allow you to set the start and end time for the instruction.
Start Date/Time, End Date/Time	Note: This field is enabled only when the Limited time period option is selected. Click the calendar icon () The calendar is displayed. Select the desired date. Note: To clear the date selection, click Clear. In the time field, select the time from the drop down list. Note: The Start Date and Time cannot be less than today's date and time.

In this field

Enter or select this information

Always

This option is selected by default. It means this instruction will continue always without any limited period.

Limited time period

Select this option if you want the instruction to be applicable for a particular time duration.

Note:

Selecting this option enables Start Date/Time and End Date/Time fields. These fields allow you to set the start and end time for the instruction.

Start Date/Time, End Date/Time

Note:

This field is enabled only when the Limited time period option is selected.

Click the calendar icon () The calendar is displayed. Select the desired date.

Note:

To clear the date selection, click Clear.

In the time field, select the time from the drop down list.

Note:

The Start Date and Time cannot be less than today's date and time.

In the Applicable For section, you cannot change the selected site. Select the check box for the application services for which you want this instruction to be applicable. Remove the selection for those application services for which you don't want this instruction to be applicable.

Note:

Only those sites to which you have access are available for the selection. You can select only three sites.

It is mandatory to select at least one application service per site. If you do not select any application service for a site and click the Save button, then an error message is displayed as "Please select at least one Application Service per site".

Select the required option in the Filter Conditions section.

Note:

The Apply no conditions option is disabled if you have selected the Query DICOM Device instruction mode.

To apply no conditions to the case creation instruction, select the Apply No Conditions option.
To apply conditions to the case creation instruction, select the Apply custom Conditions option.

If you select the Apply custom Conditions option, the Condition 1 is enabled. You can add up to 3 conditions for case creation instruction.
Note: The Condition 1 is mandatory and Condition 2 and Condition 3 are optional. Click Add Condition to add a new condition. Click to delete the condition.

Select the DICOM tag from the drop-down list.

Tip:
The DICOM tags available for selection are - Modality, Modalities in Study, Name of Physicians Reading Study, Referring Physician Name, Study Description, Performing Physician Name, and Patient Age.

Note:
If you have selected the Query DICOM Device instruction mode, the Patient Age DICOM tag is not available.

Depending on the selected DICOM tag, different conditions states are available. Select one following condition state:

Condition State	Description
IS	The IS operator will match the Modality(ies) in the study with the selected modality(ies) in the Condition. For example, if the condition is set for Modality IS 'CT' , then for a study with modality of 'CT', the condition will be met. Whereas, if the condition is set for Modality IS 'CT' and 'MR', then for studies with multi modalities of CT and MR, the condition will be met.
IS NOT	The IS NOT operator will exclude the study(ies) that do not match the selected modality(ies). For example, if the condition is set for Modality IS NOT CT and MR, then for studies with modality of NM, the condition will be met. However, for a Study with modality of CT and MR, the condition will not be met. Also, for studies with modality of CT or MR, the condition will be met.
INCLUDES	The INCLUDES operator will match the study(ies) that include all of the selected modality(ies). For example, if the condition is set as "Modality INCLUDES CR, CT", then, any study having modalities CR, CT in addition to any other modality(ies) will be matched. However, any study having only CR modality or Only CT modality will NOT be matched.
HAS THE WORD(S)	The HAS THE WORD(S) operator will match the study(ies) with a study description containing the study description text entered in the input field. For example, if the condition is set for Study Description HAS THE WORD(S) “Fracture", then for any study with a study description Knee fracture, the condition will be met.
BETWEEN

DICOM tag	Available condition states
Modality	IS IS NOT (only for Receive from DICOM Device) INCLUDES only for Receive from DICOM Device)
Modalities in Study	IS IS NOT (only for Receive from DICOM Device) INCLUDES only for Receive from DICOM Device)
Study Description	IS IS NOT (only for Receive from DICOM Device) HAS THE WORD(S)
Referring Physician Name	IS IS NOT (only for Receive from DICOM Device) INCLUDES
Performing Physician Name	IS IS NOT (only for Receive from DICOM Device) INCLUDES
Name of Physicians Reading Study	IS IS NOT (only for Receive from DICOM Device) INCLUDES
Patient age (not available for Query DICOM Device)	BETWEEN

Enter the value as per the selection in the Select DICOM Tags and Select Condition drop-down fields.

Selected DICOM tag	Additional information
Referring Physician Name	Referring physician name should not contain these characters - *, ?, ^, \. Enter the Referring Physician’s Name in the following format: Last Name, First Name, Middle Name (optional). This field is limited to 64 characters.
Study Description	This field is limited to 64 characters.> Study description should not contain this characters - *, ?, ^, \.
Performing Physician Name	Performing Physician name should not contain these characters - *, ?, ^, \. Enter the Performing Physician’s Name in the following format: Last Name, First Name, Middle Name (optional). This field is limited to 64 characters.
Patient age	The patient age ranges that are available for selection: Under 18, 18-24, 25-34, 35-44, 45-54, 55-64, and 65 or above.

The linking operators are placed in between the three conditions. Select these linking operators as indicated in the table below:

Note:

If you have selected the Query DICOM Device instruction mode, only the AND linking operator is available. This means that all the conditions have to be satisfied.

Linking Operator	Description
Linking Operator 1	Select the required linking operator option to link Condition 1 and Condition 2. The operators available for selection are AND and OR. Tip: Selecting AND, and creating the next condition makes it necessary to satisfy both the conditions to execute case automation query. Selecting OR and creating the next conditions satisfies any one of the conditions to execute case automation query.
Linking Operator 2	Select the required linking operator option to link Condition 2 and Condition 3. The operators available for selection are AND and OR. Tip: Selecting AND, and creating the next condition makes it necessary to satisfy both the conditions to execute case automation query. Selecting OR and creating the next conditions satisfies any one of the conditions to execute case automation query.

Acknowledge your organization's policies and procedures for sharing Protected Health Information (PHI) by selecting the check box.

Select the check box for the acknowledgment and then click Save.

The case creation automation instruction is updated successfully and the following message is displayed "Your changes have been updated successfully."

Note:

If there is an error while editing a case creation automation instruction then the following error message is displayed "Error in editing a case instruction for site [Site(s) Name]. Please try again."