# ◾ Case Manager Training Videos

[https://vimeo.com/1208132260?share=copy&fl=sv&fe=ci](https://vimeo.com/1208132260?share=copy&fl=sv&fe=ci)


# Guide to Managing Cases in the System

This Video guide provides a step-by-step process for managing cases within the system, including creating new cases, adding content, and utilizing various features.

## Accessing Cases

* Click on the **Cases** icon in the middle of the screen.
* On the left-hand side, view the case cabinets representing different departments or clients.
* Click on a cabinet to filter the list of cases on the right-hand side.
* To view all cases, click on **All Cases**.

## Creating a New Case

* Click **New** on the right-hand side of the screen to create a new case.
* Enter a case name, e.g., *Sample Case*.
* Optionally, add a Presenting Complaint.
* Fill in additional fields as needed, such as custom fields, annotations, and resource usage.
* Use the **Share** option to set access permissions.

## Building Case Content

* Click the **Case Content** button to start adding content.
* Each part of the case is displayed at the top of the page, indicating who will interact with it.
* To create a faculty checklist, click **New Section** and add a title, e.g., *Initial Assessment*.
* Add items such as Yes/No questions, adjust points, and add notes as needed.
* Reorder items by dragging them into the desired position.

## Reusing Content

* Use the **Reuse** option to search for and add existing questions or sections.
* Search by keywords to find relevant content.

## Adding Multimedia

* Insert media by clicking **Insert Media** or by dragging files directly into the interface.
* Edit and resize media as needed.

## Finalizing and Saving

* The system auto-saves changes, so no final save button is required.
* To edit an existing case, double-click on it to access the content.
* Set time limits for learner data entry components if needed.

Once you have completed your edits, you can return to the case manager or home screen.



[https://vimeo.com/1165671284?share=copy&fl=sv&fe=ci](https://vimeo.com/1165671284?share=copy&fl=sv&fe=ci)

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**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)