Knowledgebase:
How to Share or Grant Guest Access for a Case
Posted by Jennifer Mickulas, Last modified by DVMInsight Support on 30 December 2019 07:50 AM

Share Case: Sends a notification via email to a hospital in your company network or with a DVMInsight account regarding a case shared with them. The hospital will log into their own DVMInsight account, select All Exams from the Review My Cases drop down menu, and click on the Cases Shared with You to access it.

Guest Access: Sends a notification via email with instructions to log into DVMInsight using your guest username/password. They will only be able to access the case that was shared with them for the duration selected (Guest vs. Universal Guest). All images will be accessible.

Advanced Guest Access: Functions the same as Guest Access, but allows you to select specific images to share. This can only be done when requesting a report.

1. For Share Case,

a. Click Share With from the Submit Request screen if the case is in Needs Attention status:

 

or Click Share Case from under Patient Information when viewing a case that has been submitted or viewing a case from the Review My Cases tab:

        

b. Select the Hospital from either drop down menu options OR enter an Email Address, then click Share This Case

 

 

 

2. For Guest Access,

a. Click Grant Guest from the Submit Request screen if the case is in Needs Attention status:

 

or Click Guest Access from under Patient Information when viewing a case that has been submitted or viewing a case from the Review My Cases tab:

      

b. Select Guest and the expiration date OR Universal Guest access

 

c. Click Save Changes & Send Email

    • Save Changes is used the guest access type is changed and instructions do not need to be sent
    • Send Guest Access Instructions via Email link can be used to resend the email with instructions and login if needed

d. A new window will display with the instructions form, enter the Email Address, Email Message (optional), then click Send Email

 

 

 

3. For Advanced Guest Access,

a. Click Grant Guest from the Submit Request screen if the case is in Needs Attention status:

 

or Click Guest Access from under Patient Information when viewing a case that has been submitted or viewing a case from the Review My Cases tab:

      

c. Click Set Images To Show to Guests

 

c. Select Guest or Universal Guest

d. Select the images that you would like to be viewable

e. Click Send Guest Access Instructions via Email. Save Changes is used when the guest access type is changed and instructions do not need to be sent.

 

f. A new window will display with the instructions form, enter the Email Address, Email Message (optional), then click Send Email

  

 

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