Setting up MDT Case Lists
Case lists within the MDT Manager are a way for you to organize clients into specific groups. This could be beneficial in ordering clients by abuse type, agency, incident county or jurisdiction as examples. After a case list has been created it can be used to quickly add groups of clients to MDT meetings.
To setup a case list please follow the steps below:
Step 1: First click the MDT Manger button located on the left hand side bar.
Step 2: Once on the MDT manager page press the 'Manage Case Lists' button.
Step 3. Once on the manager page you can see all previously made lists in the table (A). To create a new list, type a name in the list name box (B), and press the plus (+) icon (C).
Step 4. After creating your new list, it will appear in the table (A). If you want to reorganize your lists click and hold within a list row to move them around. Additionally, you have the option to search through lists (B), change visibility of lists (C), or edit/delete lists (D).
Step 5. To add clients to your newly created list, first select the list (by click once anywhere within its row), then start searching in the 'Available Cases' field. After selecting the cases you want to add to the list press the plus icon (+).
Tip: You'll know you've selected your list to add clients to as the title will change in the secondary table (A).
Step 6. Once you've added cases to your list, you can reorganize the list by clicking in the column headers (A), search through clients with the search bar (B), view the full profile by pressing the person icon (C), or remove them from the list by pressing the trash can icon (D). After making all changes to your list you can exit out of the manager page.
Step 7. Once your list has been created you can now start using it! When creating a new MDT meeting you'll see a new box labeled 'Selected List:', where you can choose to add a specific list. The eraser icon directly to the right of the case list field will reset what you've added in.
Note: If there are clients you want to add to the meeting that are not a part of the list, you can still do that! Simply search in the available cases box, and press the add cases to meeting button.
Tip: You can also change what lists a client appears on from the client profile! Check out this article to see how it's done.
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