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

Sharing a Case

Note:

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

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

Note:

You cannot add users to a case if the privacy of the case is set to Confidential and if the case is locked. The Share button is disabled in these cases.

To add users to a case, follow the steps listed below.

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

    The list of shared and received cases is displayed.

  3. Select the case that you want to share with other participants.

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

  4. Click Share.

    The Add Users to Case page is displayed.

  5. Enter or select the information as indicated in the table below:

    In this field

    Enter or select this information

    To
    Note:

    You can share a case with a single person/group or with more than one person/group. You can share a case with a combination of individual(s) and group(s).

    To share a case with one person, enter the first name, last name, or email address of the first person you want to share the case with, and then click to select the person from the drop-down list of results. If you want to share the case with more persons, repeat this for every additional person you want to share the case with.

    To share a case with one group, enter the name of the group you want to share the case with, and then click to select the group from the drop-down list of results. If you want to share the case with more groups, repeat this for every additional group you want to share the case with.

    • 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 you belong 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".

    Tip:

    To view only the groups, type "@" in front of the name input.

    For example, enter "@Wel" to search for the recipient group "Wellness Team".

    Note:

    When no values are found matching your entry, the following message is displayed:

    "No results found, please try again."

    When you enter the same recipient again, the following message is displayed:

    "Recipient already selected."

    If you want to remove the selected recipient, then select X next to the recipient's name.

    Subject

    This field is pre-populated with the existing case subject.

    Message

    Enter a message you would like to send with the case. This message is added to the Case Summary. You can re-size this field by selecting the lower right corner of the field.

    For example, enter a sentence or two to describe your case.

    Note:

    Messages are limited to 5000 characters.

    As the characters are added, it lowers the count of the number (5000) present in the right corner.

    Once the characters exceed 4950, the number in the left corner appears red.

    When the remaining count is zero no more characters can be entered.

    High Priority

    Select this check box if the case requires immediate attention.

    Request Read Receipts

    Select this option if you want to receive an acknowledgment from the recipient of the case that the case has been read.

  6. Select the check box at the Protected Health Information (PHI) acknowledgment:

    I acknowledge that I am following my organization's policies and procedures for sharing Protected Health Information (PHI)

  7. Click Add.

    The following message is displayed:

    "The case has been shared successfully"

    The updated case is displayed as the first case in the case list.

    Note:

    If the case has been updated with comments and/or additional attachments, an email notification is sent to all existing recipients.