> For the complete documentation index, see [llms.txt](https://docs.ixdx.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ixdx.org/using-the-software/starting-an-interview.md). # Starting an interview ## Open the Case Manager * *either* click ![](https://4094242155-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnAX879uVOFdRUslo1PlM%2Fuploads%2Fgit-blob-48d1e37ff7bbcf13c4fba36e1d1e05fabdceb6a0%2Fimage15.png?alt=media) 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

* 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).