Using the Case Reporting Dashboard
Enable Case Reporting
Case reporting must be approved by your public health agency before this dashboard is available.
See Getting Started with Case Reporting in Knowledge Out for setup steps.
Access the Dashboard
Navigate to Report → Case Reporting in your EMR.
Enter a date range and click Search to see activity.
The Export button to export the eICR records that they have filtered into an Excel document for use as a PHA Submission Report.
Review Case Reports
Sent Queue: Shows automated outbound reports.
Unsolicited Queue: Shows inbound reports that need manual review.
Check Status & Preview Files
Statuses include Waiting for Response, Completed, Failed.
Use the Sent and Received buttons to view the outbound eICR and inbound RR files
Patient Timeline Access
Case report events also appear in the patient’s chart timeline under Health Exchange.
Click the arrow icon to open the report details directly from the chart.
