IRIS Worklist - Open a Case

Modified on Thu, Apr 17 at 3:24 PM

How to Open a New Case

If you have flagged a user as suspicious and want to take a deeper dive into their event data and patterns, you can open a Case in three ways:

Within the IRIS Worklist
On the Cases Dashboard
On the User Portfolio

Open a Case from the IRIS Worklist

To navigate to the IRIS Worklist and open a new case:

Select Analyze in the main navigation bar and select the IRIS Analytics tab.
From the IRIS Worklist, select the provider card for the user you want to open a case for.
Select the Status icon, and in the dropdown menu select the Open Case option.
The page will refresh.
Next, select one of the reasons below as a justification for initiating a new case.
- Open Reasons
  - Bluesight Data
  - Colleague Reported
  - Patient Reported
  - Routine Surveillance
  - Self Reported
  - Diversion Suspected
Enter an additional note in the textbox explaining your reasoning.
Select the Open Case button to launch the case.

Multiple Cases

A provider can have more than one open case if they are created by different users.

Open a Case from the Cases Dashboard

Follow the steps below to open a case via the Cases Dashboard.

Select Cases in the main navigation bar.
Select Cases in the dropdown menu.
Select the + Open Case button.
Use the search bar to enter the name of the desired user.
Select a reason for opening the case in the dropdown menu.
Select the Open Case button to launch the case.

Open a Case from the User Portfolio

To open a case from the User Portfolio dashboard you must first return to the Cases Dashboard.

Once on this page simply select the desired user name which is highlighted in blue within the cases list and you'll be forwarded to their User Portfolio. From there you can select the " + Open Case" button and follow the aforementioned steps to initiate a case.