Knowledge Base for Investigators

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Knowledge Base for Patients

How to Create a Test Case

Once you initiate your subscription, you’re ready to create your first case. The case will remain until the last survey in the Observational Protocol is complete. Data will be available immediately following the completion of each survey and will always be accessible.

To begin,

  1. Go to Cases in the left navigation bar
  1. Click +ADD CASE at the top right of the screen
  1. Type in the name of your Circle in the Create Your Case field. (For test cases, you can skip the advanced settings unless you also wish to test them)
  1. In the Patient Email field, type in your test patient email using one of the options below:
  1. Click CREATE CASE
Case Creation Modal

Now you can review your observational protocol “internally” or to go to the patient portal to walk through your patient’s experience.

To access the patient portal "Benchmarc", you can register:  

  1. via direct link. Go to
  1. via invitational email (“How to Sign Up for inCytes™”)

How to Delete Test Case

To delete your test case,  

  1. Click Cases in the left navigation bar and click on your case
  1. Click ARCHIVE CASE at the top right of the screen
  1. Confirm archiving the case and it will disappear from the list of cases

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