# Starting an interview ## Open the Case Manager * *either* click ![](/files/fqDKUoGLv05X50rxPSA4) on the **3di** **toolbar** * *or* click **Add and interview patients** on the **Main Menu** * *or* press **\** (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. ## Enter a patient To create a new record: * *either* press **\** * *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** In general in the 3di, you do not need to click any button to save your work; your changes are saved continuously as you make edits. The **Save** button to save a new case is the only exception to this. ## Interview a patient If you have just created a record for the patient in the **Case Manager**, after saving simply click **Run interview**. 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). --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.ixdx.org/using-the-software/starting-an-interview.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.