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Often they can be used to communicate with cases in a specific region, or a subset of patients.
For example, a
- A case manager wants to easily communicate with the 20 participant cases under their supervision.
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- Notify all participants in a study of a particular side effect
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- Alert all HIV+ participants that a new service is available.
Creating a Case Group
- Go to Messaging > Case Groups
- Type in the name of your group (ex. Patients and click the "+ Create Group" button.
- Click on the Group Name link to edit the cases within the group.
Add cases to the Case Group
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manually with an identified
This approach allows you to add individual cases to a case group.
Type in an identifier for the case (phone number, an external ID specified when creating case or the actual case ID).
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If specifying the phone number, you need to specify the full phone number (including country code with no spaces and no + symbol).
- The case ID can be found through the page for that case, or a case export.
Then click on the + Add Case button. If the case can't be found, an error will be displayed.
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Note: To link back to the case data page, select the case name.
Bulk upload cases to a case group
Select the link and download the excel template, named "cases_bulk_example.xlsx" file.
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Open the sheet, and you will find a column header name case_identifier.
In the file, type each case to add to the group as a separate row. You can use the phone number, external ID or the actual case ID.
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Note: To link back to the case data page, select the case name.
To Bulk upload cases, select the link and download the cases.
Use the column header case_identifier. The The case ID can be found in a case export or on the individual case_data page.
Upload the new list to add contacts to the case group.
Note: If the case can't be found, an error will be displayed.
Note: All cases in a Messaging Case Group must have a valid contact_phone_number, including the country code.
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