The Case Reviews tab allows you to schedule upcoming Case Review Staffings. Additionally, you can view and conduct Case Review Staffings or view the individual Case Review Requests.
Sidebar Actions
- Schedule New Case Review Staffing - Schedule new staffing with pending Case Review Requests.
- Send All Pending Invitations - Send out invitation emails to all invitees listed in the Staffing. This will include a schedule with the location, date & time of the staffing requests they are a part of.
Listviews
Case Review Staffings
A list of all scheduled case review staffings. The listview may include the following information:
- Start Date/Time - The date and time the staffing is scheduled to start.
- Title - The title of the case review staffing.
- Location - Information about the location of the staffing.
- Actions - You can click View to navigate to the case review staffing page or Conduct to begin the staffing.
Case Review Requests
A list of all individual Case Review Requests. This listview contains an overview of each case review request including:
- Review on or after - The date entered when the case review request was made.
- Client - The name and id number of the case for who the review is for.
- Reason for Review - The Reason for Review selected when the request was made.
- Case Review Status - Indicates the status of the case review request.
- Estimated Start - Displays the estimated start time for this case review if the case has been scheduled in a case review staffing and the auto-estimate feature was used.
- Actions - You can click View Request to navigate to the request for the client or you can click View Staffing to see additional information about the case review staffing.
