Perform a medical review of a case

  1. Hover over the Case Actions menu, and click Open.
  2. On the Case Selection page, enter the search criteria for a case and click Search.
  3. From the results list, select a case.
  4. Hover over the Case Actions menu and click Medical Review.
  5. In the Medical Review - Case Form dialog box, to add a narrative to the case:

    Manually fill in the Narrative text box.

    Tip:

    To enter the narrative in a specific language, click the icon representing the language above the text area.

    Alternatively, to fill in the Narrative text box with text from an auto narrative template, click Generate.

    1. In the Custom Auto Narrative Templates dialog box, select a template from the list of available templates and click Append. To replace the selected template with a new auto generated narrative template, click Replace instead.
    2. To add information in addition to the narrative, click the Case Comment icon (Case Comment icon).
    3. If the case has events that are encoded using the MedDRA dictionary, select either D for Diagnosis or S for Syndrome from the D/S field.
    4. To switch to data sheet view and display the License column, click the + (plus) icon for Datasheet.

      Revision number and date on which the Datasheet was made active are also displayed.

  6. To view a read-only version of the case, click the Temporal View tab.
    1. Filter the data categories to appear in the Event Assessment section by checking the corresponding checkboxes in the Display Options section.
    2. To view details for an event listed in the Event Assessment section, click the Info icon for the event.
    3. Enter information about any relevant tests performed in the Relevant Tests field in the associated section.
  7. To attach notes and other items to the case, or to create cross-references to other cases, click the Action Items/Addl Info tab.