Collections are a powerful feature designed to help you organize and manage cases effectively within our platform. Think of collections as digital folders where you can group related cases together based on various criteria such as patient type, surgical procedure, or educational purpose.
Managing Your Collections
Accessing Your Collections:
From your dashboard, go to the "Cases" tab and then select "Collections" from the sub-menu. This will take you to the Collection Page, which serves as the central hub for all your collections.
Creating a New Collection:
On the Collection Page, click the “Create” button. Name your collection and begin adding cases as needed.
Viewing and Editing Collections:
Click on any collection from your Collection Page to view and edit it. Here, you can update the collection's name, add or remove cases, and manage other settings.
Shared Collections
Accessing Shared Collections:
In the "Collections" section under the "Cases" tab, there is a specific area labeled "Shared Collections". This section lists all the collections that have been shared with you.
Navigating Shared Collections:
Click on any collection in the "Shared Collections" list to view the cases it contains. These collections are managed by other users but have been shared with you for collaboration or review.
Interaction with Shared Collections:
While you can view and access cases within shared collections, editing rights are typically reserved for the collection's owner. Specific permissions may vary based on the collection settings established by the owner.
Getting Started with Collections
To begin using collections, navigate from your dashboard to the "Cases" tab and select "Collections". Whether creating your own collections or accessing those shared by others, collections are designed to streamline case management and enhance collaborative efforts across your team.
Leverage collections today to bring organization and efficiency to your workflow, ensuring you and your team can focus on the essential aspects of your work.