ReadySet FAQ: How to Add Yourself to an Existing Case

Modified on Wed, Apr 23 at 11:34 AM

17 STEPS

1. Let's walk through how to add yourself to an existing case in the ReadySet Platform

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2. First, navigate to the ReadySet Web or Mobile platform and click either "Active Cases"...

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3. or select "Cases" from the left-hand navigation panel

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4. From here you will be brought to the "My Cases" view

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5. Click the arrow to the right of where you see "My Cases" (default) to toggle the view

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6. From here you can either toggle to "Assigned Cases" to add yourself as a second vendor on a case

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7. Or select "unassigned cases" to add yourself to an unassigned case

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8. Here we will now see all of the "unassigned case" in grey

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9. You can further filter the view to find a specific case...

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10. Or search for a specific case with the search bar

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11. To add yourself to the case, select the case from the calendar or list view

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12. Click the "three dots" in the upper right-hand corner

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13. Select "Join Case"

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14. You may be prompted to add the surgeon if they are not yet associated to the case by searching in the "Assigned Surgeon" list

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15. Click the box to the left of the surgeon's name

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16. And click "join case"

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17. That's it! Now you have been added to the case and will see it in your upcoming and active cases list as well as be able to add inventory or communicate with the hospital team directly from the Cases View

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2373163/ReadySet-FAQ--How-to-Add-Yourself-to-an-Existing-Case?iframeHash=trysteps-12

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