The Case Management page is for keeping track of all of your past and current cases and screenings. Users with the "Manage Cases" permission can access this page at any time by clicking the Case Management tab on the top left of any Clear To Go! page.







Once on the Case Management tab you can easily swap between your New, Active, and Closed cases via the Cases filter. You can also view the details of each case by clicking View.




The Case Details page allows users to track and update the individual cases they are managing in their system. The Case Information section provides all the relevant details on the specific individuals case.




Clicking on Self Reported under the "Diagnosis Method" shows exactly how this person answered their screening questions, and what caused them to fail.




The History section allows a user to add notes and comments about the case, while the Documents section allows the user to upload any relevant documentation. For example, doctor's notes or test results.




On the right side of the page you will see the Progress, Employee Status, and Case Status trackers. These can be adjusted to reflect changes in the case at any time.

  • The Progress tracker allows a user to adjust the blue bar at the top of the "Case Details" page, as the employee moves closer to being cleared. This can be adjusted linearly, or you can skip steps if needed.


  • The Employee Status tracker allows the user to update what is going on with that employees specific case. Helping to keep track of how their case progresses.


  • The Case Status tracker is what determines where the case shows up in the system. All cases will start as "Newly Detected". Once an administrator begins tracking the case they can mark it as "Active" and eventually "Closed"
    when the employee is ready to return to work. For cases that were created in error or for test purposes, the user can mark them "Closed Invalid" to remove them from the system entirely.




From the Case Management tab users can also access a full list of the Screenings in their system. From the Case Management tab click Screenings on the top right to get to this page.





Once on the Screenings page the user can search for specific screenings, or use the filters in order to narrow down which screenings show up in the list. Users can also export this list at any time by clicking the Export CSV" button at the bottom right of the screen.