There are two options for searching for cases: Tree and Filter. Select the Tree radio button to search by the course and category hierarchy. This is the folder system where the cases are located. Find cases by clicking the folder links within the hierarchy to display the cases within that folder.
The Filter option allows you to search for cases using the case taxonomy such as subspecialty, anatomy, modality. This is a more flexible method for tagging and finding cases because you can add multiple items to each taxonomy. Portal only uses the Filter to find cases. For Activity Builder and Case List, select the radio button for Filter to use this method. Place check marks in the fields for the various taxonomy and the system will filter the cases to match your selections.
Case View List