The Case Manager – Your Home Screen
The Case Manager is the main dashboard you see after logging in.
From here, you can:
View all cases you have access to
Create new cases
Track case progress and status
Open case details and workflows
Switch between organizations
Access your account options
Creating a New Case - Desktop Only
⚠️ Creating a case is supported on desktop only
Case creation is not available on mobile devices.
How to Create a Case
Open the Case Manager on desktop
Browse the list of procedure / indication cards
Select the procedure you want to plan
Click the card to start a new case
Each card represents a specific supported workflow.
Procedure Cards Explained
Each procedure card may show:
Procedure / indication name
A Play (▶) icon to view a demo
Availability indicators
Demo Cases
Clicking the Play icon opens a demo case
Demo cases are real cases with preloaded medical imaging
They allow you to explore the workflow without creating a new case
Demo cases cannot be edited or approved
Limited or Unavailable Procedures
If a procedure is:
Limited by plan, region, or agreement
Not fully available yet
You may see:
A “Demo only” label, or
A label indicating how many cases are remaining
This helps you understand availability before starting a case.
Case List & Case Cards
Each case in the Case Manager appears as a case card or row, showing key information such as:
Case identifier
Procedure type
Creation date
Current status
Assigned organization
Clicking a case opens its full workflow.
Case Status
Each case has a status indicating where it is in the workflow.
Statuses may include:
New / In Progress
Awaiting review
Approved
Completed
Archived
Status updates automatically as you complete and confirm steps.
Case Drawer (Side Panel)
Clicking on a case may open a case drawer (side panel).
The case drawer allows you to:
Quickly review case details
See current status
Access actions without leaving the Case Manager
Open the full case workflow
This makes it easy to manage multiple cases efficiently.
Filtering & Tabs
The Case Manager includes filtering tabs and views to help organize cases.
You can:
Filter by case status (e.g. All, Active, Completed, Archived)
Switch between predefined tabs
Narrow down long case lists quickly
Filtering does not delete or change cases, it only affects what is shown.
Search
A search bar is available in the Case Manager.
You can search by:
Case identifier
Case name or label
Search works across all cases you have access to within the selected organization and filtering tab you are on.
Archiving Cases
When a case is no longer required, it can be archived trough the Case Drawer (Side Panel).
What archiving does
Removes the case from the default active view
Keeps the case and data available for reference
Does not delete the case
Archived cases can be accessed through:
An Archived tab or filter
Working with Multiple Organizations
Some users belong to multiple organizations.
At the top left of the screen, you’ll find the organization dropdown.
This allows you to:
Switch between organizations
See which organization is currently active
Cases shown in the Case Manager always belong to the selected organization.
If you frequently work in one organization:
Click the star icon next to an organization
This sets it as your default organization
You’ll automatically land in this organization when you log in.
User Profile & Account Actions
User Initials Icon (Top Left)
Clicking on your user initials icon opens account options.
From here, you can:
Log out
View your name and role
Viewing Your Role
Under your name (top left), you can see:
Your role within the current organization
This helps you understand:
Why certain actions are available or restricted
Whether you can create, approve, or download cases
Logging Out
To log out:
Click your user initials icon (top left)
Select Log out
You will be safely signed out of the platform.
Important Notes & Best Practices
Always confirm you are in the correct organization before creating or opening a case
Use filtering and search to manage large case lists
Use demo cases to explore workflows without affecting real data
Check your role if actions are unavailable
Archive completed cases to keep your workspace clean
When to Contact Support
Contact CustoMED if:
A procedure card you expect is missing
Case limits don’t match your agreement
You can’t switch organizations
Case statuses don’t update correctly
You see cases that don’t belong to the selected organization