Users can input and modify Case Commencement and Case Treatment dates for both new and active Cases, which automatically adjusts the scheduling of all surveys which follow thereafter.
To Adjust Case Scheduling:
METHOD 1
Go to Cases
Select the required case from the list
Click EDIT CASE at the top right of the Case Detail screen
Type in the required Case Commencement Date and/or Treatment Date, or click on the Calendar icon to pick the required date(s)
Note: Treatment Date must be equal to or after the Case Commencement Date
Press SAVE CHANGES to automatically adjust scheduling of all (incompleted) surveys which follow thereafter
Or
METHOD 2
Go to Cases
Click the three dots next to the required case and select Edit Case
Type in the required Case Commencement Date and/or Treatment Date, or click on the Calendar icon to pick the required date(s)
Note: Treatment Date must be equal to or after the Case Commencement Date
Press SAVE CHANGES to automatically adjust scheduling of all (incompleted) surveys which follow thereafter
To learn how to edit the Survey Completion Date, click here.
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