Getting Started

• Creating browser bookmarks
• Dashboard overview
• Getting started on day one
• Provider office workflow
• User preferences

For private offices only

• Log in and change password
• MFA pre-enrollment
• TWAIN driver installation

Creating a Case

• Add multiple procedures
• Create a case
• Create a case – neo-adjuvant
• Find a procedure
• Working with QuickPicks | Video

Adding Documents

• Document Splitting
• Scan a document – Richo
• Upload and scan documents

Troubleshooting

• Clear browser cache
• Wait 2 Priority Error

Managing a Case

• Create and remove filters
• Changing Care Venues | Video
• Empty appointments | Video
• Identify and Manage Duplicate Patients
• Patient unavailability | Video
• Print Booking Form
• Remove from the waitlist
• Secure messaging
• Send to PSS – No Surgical Date
• Transfer Case to Another Provider or Health Centre | Video
• View and manage waitlist

Regional Only

• Create an endoscopy case (regional)
• Endoscopy Cases SHSS Flow
• How to choose cases (Slating Booking PMH, SH-SS)
• Repeat Follow-up | Video
• Return referral to WRHA Endoscopy (SH-SS)

Reports

• Case Selection Builder | Video
• Search Cases in SWIM

Scheduling a Case

• Add patients to blocks
• Building surgery blocks
• Cancel and reschedule surgical dates
• Edit or delete surgery blocks
• Generic Provider Slates
• Procedure Room Slates
• Scheduling a double day