Convert to Case
- Within an existing email (either in your inbox, sent or archive folder), select the "Convert to Case" button:
- A confirmation window will appear, select "OK":
- This will lead you to a collaborator referral form to fill-out and complete:
- Once completed, at the bottom you find the "Complete and Send" button:
- This will submit the case to your selected referring doctor for review.
- Note, under the "Doctor Talk" tab within the case you will find your original email notes with the attachments (if any).
- The images (if any) attached to the email would also be located under "attachments", as seen below: