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Filtering & Finding Cases Quickly

Tabs, search, filters and CORA to get to the right case fast.

This article shows you the fastest ways to find a case in a long case list: tabs, search, filters and CORA. It is for anyone who manages many cases. For an overview of the home page, see The Case Manager.

Tabs

  • Back Office: cases waiting in back-office review (shown to back-office users only)

  • Recently Viewed: the last 6 cases you opened in this browser

  • All: every case you can access, including archived cases

  • Active: cases in progress

  • In Production: approved cases whose PSI is ready for or in production

  • Completed: finished cases

  • Archived: cases you have set aside

The list opens on Recently Viewed if you have opened cases before, and on Active otherwise.

Search

Type in the Search field to find a case by its case number, case identifier, printable label, patient hint, surgery type or symbol, creator, case notes, surgery groups, case parameters or case output (Plan Only or Plan and PSI). Search looks through every case you can access in the selected organization, so it switches the list to the All tab.

Clicking the Active tab, then typing knee in Search: the list switches to the All tab and shows the matching knee case

Filters

Click the filter icon next to the search field to open the filter panel. It has three tabs:

  • Case State: select one or more stages, for example Segmentation, Awaiting Approval or In Production. Use Select all or Unselect all to change many at once.

  • Date: pick a date range on the calendar. Click once for the start date and again for the end date. A case matches if its creation date, last update, surgery date or scan date falls in the range.

  • Surgery Type: show only certain procedures.

The filter panel with Case State, Date and Surgery Type, showing the list of case states

The number of active filters is shown on each tab. Click Clear All Filters to start over. Applying a case state or date filter switches the list to the All tab, so the filter covers every case. If you then pick another tab, your filters stay applied.

The Date tab of the filter panel with a calendar for picking a date range, and Clear and Today buttons

A fast daily triage

  1. Open the filter panel and select the Awaiting Scan Files, Segmentation and Awaiting Approval states. These usually need you.

  2. Leave cases with a lock icon to the back office. They are in review and cannot be edited until they are sent back to you.

Opening the filter panel and selecting Awaiting Scan Files, Segmentation and Awaiting Approval: the list updates after each selection and the filter icon shows a count

Ask CORA

You can also ask CORA, for example "Show my active cases" or "Open my most recently viewed case". See What CORA Can Do.

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