1. Accessing the Case Creation Feature:
- Begin by logging in to your SimplifyPI account.
- Once logged in, navigate to the designated “Cases” section within the platform.
2. Locate and click on the marked “Create Case” tab.
3. Entering Essential Case Details:
- A comprehensive case creation form will appear. This form requires input of vital details to initiate a new case.
- Mandatory Information: Ensure you fill in the five essential fields to establish a basic case record. These typically include:
- Client First Name
- Client Last Name
- State
- Case Status (e.g., Open, Pending)
- Health Specialty (relevant to the injury)
- Once you have meticulously entered the required details, click the “Submit” button located at the bottom of the form. This action will create a new case within your SimplifyPI workspace.
4. Case Review:
- Following case creation, you can thoroughly review all the information you have entered for accuracy. Utilize the “Edit” function to modify any details as needed.
5. Additional Information and Updates:
- The system empowers you to add further information to the case beyond the initial details.
- After making any necessary edits or additions, please click “Update” located at the bottom of the page to save your details once again.
