Cases

New in ME 1.15, in collaboration with Kaiser Permanente, a new module called Cases has been created.

As integrated learning is becoming more prominent, the ability to provide a feature that supports case based learning was required. This feature allows integration of clinical content across multiple courses and customizable timeframes. Curriculum tags can be added to cases at the learning event level or at the course unit level.

• Features:

• Cases appear on the Dashboard during the timeframe that they are active so they are easily accessible.

• Case tab where all case based or theme based information is stored and easily accessible. There is also a search feature and filter to find cases by Curriculum Period, Case Status, Date Range or Order by Date.

• Administrative page to manage all cases.

Creating and Managing Cases as an Administrator

• To enable cases, a developer will need to enable this feature and curriculum weeks in the settings table in the database. Please see the Units/Weeks section for further information.

• To create and manage cases, you will need to be a Medtech:Admin or Staff:Admin.

• Once curriculum weeks are enabled, you can access them by going to Admin > Manage Curriculum > Curriculum Weeks. Click on the green '+ Add Case' button in the top right hand corner. For each case, you will need to create a curriculum week, which is a way of organizing each case. A Curriculum Category (Layout) is selected to further organize the cases by different curriculum periods. The Case Order specifies the display order of cases.

Example of how to add a curriculum week for a case.

Tip: The best workflow to use to create a Case is to ensure you have created Courses and Learning Events before creating a Case.

• To create a case, you will need to access the Admin > Manage Cases tab. Click on '+ Add Case' to create a new case.

• A three step Case creation wizard guides you through the creation process (see photos below for each step).

  • The first step is to select the start and end date of the case, the Curriculum Period, title, description or summary, photo and case contact. This information will appear on the Dashboard when the case is active during the selected date range. You have the option of creating a draft or proceeding through the steps of the wizard to publish the case.

  • Note: the start and end date for the case must be within the specified curriculum period. The curriculum periods displayed in the drop down are any active curriculum periods.

  • The second step is where you specify the which curriculum week the case belongs to. If you already created the cases in the Curriculum Week module, you can select 'Create Week automatically'. A unit does not need to be selected unless you have previously created units for courses in Admin > Manage Courses > Units.

  • The third step is where you select which Learning Events are associated with the case. Events can be selected from the 'Select Event' drop down. Only events that haven't been associated with a case and that occur during the start and end date of the case specified in step one will appear. Based on the number of learning events associated with a case, this will automatically calculate the units (ex: if there are 3 learning events associated with the case, 3 units will be applied).

• Once all steps have been completed, the 'Publish' button will be available to post the case. You can also choose to save it as a draft to continue working on it without it being visible to students.

Step 1

Step 2

Step 3

Note: If you have set up Units with your Courses, and have added the Cases to the Curriculum Weeks, you will be able to select the case when creating a learning event by clicking on the Course Unit field. The cases that are available during the timeframe of the learning event will only be visible in the drop down. When you go to Admin > Manage Cases and select the case that was attached to the learning event, it will automatically appear in the list of Associated Events and update the unit count of the case.

Example of attaching a case at the Learning Event level.

Cases tab

The easiest way to see all cases is to go to the Cases tab.

Cases tab on the main ribbon.

You will be able to see the status of all the cases (Not Started, Feature, Completed), the date range of when they are scheduled and the instructors of the case. You can search for cases or filter them based on most recent, least recent, case status or date range. The main functionality of this tab is currently just for searching cases.