We’ll go over editing Case Details and the Case Log. This is generally done by Patient Placement Specialists within the Transfer Center.

The case can be opened in edit mode two ways from the Cases List:

Edit mode can be opened one way from a Case itself:

Once in Edit mode, you are able to change information in any active field. Certain fields can be Inactive/Greyed out for different reasons.

Try to avoid staying in Edit mode longer than needed to ensure your data is updated as you add it.

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