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  1. Go to Messaging > Case Groups
  2. Type in the name of your group (ex. Patients and click the "+ Create Group" button.
  3. Click on the Group Name link to edit the cases within the group.

Add cases to the Case Group manually with an

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identifier

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).  

  1. If specifying the phone number, you need to specify the full phone number (including country code with no spaces and no + symbol).  

  2. 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. 

Note: To link back to the case data page, select the case name. 

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