Notes, feedback and evidence on a case

Each case has several places to write, and each one reaches a different audience. Here's which to use, and who will see it.

At a glance

Team members only see anything once the audit is finalized and released, and only if your clinic shares results.

Case Notes

General notes about the case. Type in Add a note… and press Enter. You can pick a section, mark a note with the flag (critical) or star (gold star), and type @ to cite one of your clinic's SOPs. Copy copies all the case notes.

Feedback for each person

Every seated person gets their own panel, tinted with their role's color. Type in Feedback for… and click Send. Their error feedback shows in the same panel in yellow, so they read it all in one place.

The star and flag on a panel give that person a gold star or red flag. These add up per person on the QA dashboard.

To-dos

Auditors can click + To-do in a person's panel to give them corrective work, like "amend the record". Questions set up with an automatic to-do add one on their own when the error is marked. The person sees their to-dos once the audit is released. See To-dos, appeals and releasing results.

Auditor-only notes

A private channel for thoughts, second opinions and your reasoning. Type @ to tag another auditor. Click share on a note to copy it into the case notes, or into that person's feedback if it's about them.

Evidence

Screenshots of what the record looked like before anybody fixed it: the note as written, the invoice before the missed charge went on.

1. Click into the Evidence box.
2. Paste a screenshot, drag an image in, or click Add screenshot. Images up to 15MB each.
3. Click an image to view it full size, add a caption in What does this show?, or delete it.

Notes on a "Not reviewed" case

If a case was marked Not reviewed and someone leaves a quick note or suggestion on it, it goes back to the queue as a draft and the auditors get a notification.