Configure Case Promotion Settings

Learn how to configure multiple Case promotion settings.

About Case Promotion Settings

You can configure intake settings for Case promotion-releated features, including:

• Duplicate Detection
• Copy Patient Information from Existing Case
• Case Compare
• Merge an Inbox Item to an In-Flight Case
• Allowing Case promotion to proceed with mismatching Case Identifiers

After you configure these settings, see Enable Merge to In-Flight Case for details about how to add the appropriate Prohibited States for follow-up, merge into active Case, and mark as follow-up options.

Duplicate Search Options

You can define the following duplicate search options in your Vault:

• Perform Deep Duplicate Search on Spontaneous Cases: When enabled, during duplicate detection, Vault searches for potential matches in Cases with the Report Type set to Spontaneous. Optionally, edit the maximum number of potential match results that Vault returns.
• Perform Deep Duplicate Search on Study Cases: When enabled, during duplicate detection, Vault searches for potential matches in Cases with the Report Type set to Study. Optionally, edit the maximum number of potential match results that Vault returns.
• Perform Deep Duplicate Search on Inbox Items: When enabled, during duplicate detection, Vault searches for potential matches in open Inbox Items.
• Index Migrated Cases: When enabled, Vault displays migrated Cases on the Potential Matches page.

For more details about duplicate detection, see Promote to Case.

Initial Case Options

You can define the following initial Case option in your Vault:

Allow Copy Patient Information: Adds the New Case - Copy Patient Information () option to the Inbox Item to Case Compare page during Inbox Item promotion. When users select this option when promoting an Inbox Item, Vault generates a new Case populated with the patient’s details. For more details, see Copy Patient Information from Existing Case.

Follow-Up Options

You can define the following follow-up options in your Vault:

• Allow Follow-Up from Inbox Item: You must enable this setting to add the Create Follow-Up option to the Inbox Item to Case Compare page during Inbox Item promotion.
• Allow follow-up with any matching UID: Allows users to promote Inbox Items when the Worldwide UID (WWUID) does not match but does match another UID, such as an External System UID or a Case Identifier. For example, the WWUID of an Inbox Item does not match the WWUID on the initial Case, but the Case Identifier of the Inbox Item matches the WWUID of the initial Case. If the Inbox Item contains a WWUID value but the matching Case does not, Vault maps the WWUID value to the Case upon promoting it to follow-up.
• Prohibited States: Add or remove states to prevent users from creating follow-up Cases from Cases in the specified states.

Allow Merge Into Active Case

You can define the following merge into active Case settings in your Vault:

• Allow Merge into Active Case: You must enable this setting to display the Merge to Current () option on the Inbox Item to Case Compare page.
• Prohibited States: Add or remove states to prevent users from merging Inbox Item information into in-flight Cases in the specified states. You cannot remove the Approved, Closed, or Superseded states.
• Require user performing merge to have edit access to target case: Restricts the Merge to Current action to users with Edit access on the applicable target in-flight Case.

For more details, see Merge to In-Flight Case.

Mark as Follow-Up

You can define the following mark follow-up options in your Vault:

• Allow Mark Follow-up: You must enable this setting to display the Mark as Follow Up option to the Inbox Item to Case Compare page during Inbox Item promotion.
• Prohibited States: Add or remove states to prevent users from linking Inbox Items to existing Cases in the specified states.