Edison™ Datalogue™ Connect Case Exchange
User Guide
DOC2237414 Revision 5

Adding Templates to a Case

Note:

If you are a self registered user with no access to site, you will not be able to reply to a case. The Reply button is disabled and when you point the cursor to the button, the following tooltip is displayed:

"You do not have the permission to Reply. If you think you should have the permission, contact your Site Admin."

Note:

Patient Users cannot attach templates, but if they are case participants, they can edit and/or finalize the template. The Attach Template button is not visible to Patient Users on the Add to Case screen

To attach templates to a case, follow the steps listed below.

Click the Case Exchange icon () on the left vertical pane.
Click All Cases.

The list of shared and received cases is displayed.
Select a case to open.

The selected case is highlighted and the case details are shown on the right-hand side.
Click Reply.

The Add to Case page is displayed.

Note:
The Subject field is populated with the case subject and it cannot be modified.
In the Message text box, enter a message you would like to send with the case.

Note:
Messages are limited to 5000 characters. As the characters are added, it lowers the count of the number (5000) present in the left corner. Once the characters exceed 4950, the number in the left corner appears in red. When the count is zero, no more characters can be entered. It is mandatory to enter a message.
Select the High Priority check box if the case requires urgent attention.

Note:
If the existing case is a high priority case, the High Priority check box is enabled by default.
The View Existing Case Details section is opened by default. This section displays the details of the already attached studies to the case.
- If DICOM studies are attached, the attachments are displayed under the heading titled From DICOM along with the attachment count.
- If non-DICOM studies are attached, the attachments are displayed under the heading titled From Files along with the file count.
- If templates are attached, the attachments are displayed under the heading titled 'From Templates' along with the attachment count.
- If the case has no attachments, the View Existing Case Details section is not displayed.
  
  A blue banner containing the patient details is displayed above the View Existing Case Details section if patient's basic demographics are provided during case creation.
Click Attach Template.
The Template screen is displayed.

By default, the Site Selection field displays the ALL PUBLIC TEMPLATES option and all the related template names are listed below.

The Site Selection field displays three kinds of templates:
- ALL PUBLIC TEMPLATES.
  
  It displays all the templates that are saved as public that belong to the organization that the you are a member of.
- MY SITE TEMPLATES.
  
  It displays all private and public templates belonging to sites which you are enrolled to.
- Individual sites.
  
  It displays the sites which belong to an organization that you are a member of. On selecting any of the listed individual sites, all private and public templates belonging to the selected site are displayed.
To select a specific site, click the Site Selection list and select the required site.

The related template names are listed below.
Click the template that you want to open.

The selected template is highlighted in blue and the template details are displayed on the right.

The blue banner displays patients information if provided during case creation; otherwise, the banner displays Patient demographics not available.
To enter details in the given fields of the selected template, click Fill Out.

The form opens in edit mode.
Fill out the details as needed.
To exit the form without completing it, click Cancel.

A pop-up alert dialog box is displayed, showing the following message:

"All changes will be lost. Click Continue to exit or Cancel to return."
- Click Continue to exit and return to the create a case screen.
- Click Cancel to return to the Template screen.
Once you have entered the details in the form, proceed as needed.
- Click Attach to save the template in an editable state and attach it to the case.
  
  The Add to Case page opens with the template attached in the Add Attachments section. You can see the template count next to the From Templates heading.
  
  Note:
  To delete the attached template, click the delete icon ().
- Click Attach & Finalize to save and finalize the template in .pdf format that can be viewed in read-only mode.
  
  The Add to Case page opens with the template attached and finalized in the Add Attachments section. You can see the template count and the total size of the finalized template(s) next to the From Templates heading.
  
  You can also view the individual attachment size of every finalized template beside the template name.
  
  Note:
  If you have attached finalized and non-finalized templates to a case, you can only view the total size of the finalized template(s).
Click Add.
The message below is displayed and the templates are attached to the case in the Case Summary section.

"Case update is in progress. You will be notified when the case has been updated successfully"

Note:
If you have uploaded a finalized template, the template's upload progress is displayed in the Case Summary section.

On successful upload of the finalized template, the template's creation date is displayed below the template name.

When you click on the attached template, the template opens in editable state. For more information, see Editing a Template.

When clicking on the finalized template, the template opens in read-only mode.

You can download a finalized template by clicking the drop-down arrow next to the template name and clicking the Download button in the Case Summary section.

The attached templates can also be seen on the Resources tab under the heading titled Templates once the upload is successful. You can edit an attached template and view/download a finalized template.

If the upload is unsuccessful, the following message is displayed:

"Upload Failed"
Note:
- When there is a system/network/connectivity issue and the case creation fails, the following error message is displayed:
  
  "An error has occurred, please try again."
- If you close the browser, while the upload is in progress, the following alert message is displayed:
  
  "Do you want to leave this site? Changes you made may not be saved."
  
  Click Stay to allow the upload process to complete, or click Leave to close the browser.
- If you reload the browser, while the upload is in progress, the following alert message is displayed:
  
  "Do you want to reload this site? Changes you made may not be saved."
  
  Click Don't Reload to allow the upload process to complete, or click Reload to reload the browser.