Starting an interview

Open the Case Manager

• either click on the 3di toolbar

• or click Add and interview patients on the Main Menu

• or press <Ctrl + Shift + P> (think of P-atients)

The Case Manager is divided horizontally into three sections. The principal job of the bottom section, captioned Reports and Forms for current subject, is to generate reports for the patient whose details are displayed in the top section. The middle section, captioned Current interview, shows the name of the patient for whom an interview is currently being run – or None if no interview is open.

When an interview is underway the Current interview section will usually show the name of the child in the top section. However, it is possible while you are interviewing one child to move in the Case Manager to the record for any other child – on rare occasions you may wish to check the details of another child or even run Reports for another child.

Enter a patient

To create a new record:

• either press <Ctrl +>

• or click the new record icon: the right-hand icon with the asterisk amongst the navigation buttons at the foot of the Case Manager as shown below

Creating a new case in the Case Manager

• complete the top section of the form, noting that:

  • ForeNow will be the name inserted in the text of the interview questions, and should therefore be any contraction of the patient’s forename which is generally used by the family

  • Patient number requires the entry of a patient or hospital number – which will be rejected if it has already been entered for another patient

  • Interview date is optional: if you leave it empty, it will be completed automatically when Run interview is clicked

• click Save

Interview a patient

If you have just created a record for the patient in the Case Manager, simply click Run interview. Note: if the button is disabled, you need to click Save.

Otherwise if you are starting or resuming an interview with a child whose record you created earlier:

1. Use the Find dropdown to move to the patient’s Case Manager record.

2. Click Revisit interview or Run interview (the single button displays the caption appropriate to the patient).