Copying Information from Previous and Linked Cases

To streamline your workflow and reduce manual data entry, the platform now includes a helpful reminder to reuse information from linked cases. This feature is designed to speed up the form-filling process by allowing you to easily transfer existing data to your current case.

By leveraging previously entered information, you can ensure consistency across related files and significantly decrease the time spent on administrative tasks. Follow these steps to utilize the copy feature:

• Locate the Reminder: Navigate to the case overview page where you will see a notification suggesting the reuse of information from linked cases.
• Access Linked Cases: Click on the link icon to view a list of all cases associated with the current one.
• Select the Source Case: If multiple linked cases are available, identify and select the specific case you wish to copy data from.
• Execute the Copy: Open the three-dot menu next to the selected case and choose the Copy Case option to automatically populate the relevant fields in your current form.

This update ensures that you never have to provide the same information twice, making case management more efficient and accurate.