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Create a new case
Zack Moy avatar
Written by Zack Moy
Updated over a year ago

In your case home screen, click ‘New Case’ in the top right of your screen. Your case will open in the Director view showing all of the fields that appear within a case. For example, the case number, cause of death, time of death, and whether an autopsy was performed. If you want to hide this information from a family during an arrangement meeting, you can click on the ‘Director view’ on the top right hand side of your screen hiding those fields from view.

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