How to use Share Case or Guest Access when Requesting a Report
Posted by Stephen Walters (Import), Last modified by Jennifer Mickulas on 06 April 2017 03:47 PM
Share Case: Sends a notification via email to a hospital in your company network or with a DVMInsight account regarding a case shared with them. The hospital will log into their own DVMInsight account, select All Exams from the Review My Cases drop down menu, and click on the Cases Shared with You to access it.
Guest Access: Sends a notification via email with instructions to log into DVMInsight using your guest username/password. They will only be able to access the case that was shared with them for the duration selected (Guest vs. Universal Guest). All images will be accessible.
Advanced Guest Access: Functions the same as Guest Access, but allows you to select specific images to share. This can only be done when the case is Pending, Final, or in Storage.
When Requesting a Report:
On the Advanced Features tab, follow the instructions for Share Case/Guest Access, complete the History form, then Submit Case for Review:
1. For Share Case,
a. Select the State / Region from the drop down menu
b. Select the Hospital Name from the drop down menu
2. For Guest Access,
a. Select the check box for Standard Guest or Universal Guest
b. Click the Send Guest Access Instructions via Email link
c. A new window will display with the instructions form, enter the Email Address, Email Message (optional), then click Send Email