> For the complete documentation index, see [llms.txt](https://edehr.gitbook.io/edehr-compass/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://edehr.gitbook.io/edehr-compass/user-guides/course-designer/working-with-case-studies/editing-case-studies.md).

# Editing Case Studies

This page explains how to edit case studies in EdEHR. It covers updating case details and editing EHR content.

What You’ll Learn

* How to change case study properties like name and description
* How to edit the EHR data linked to a case study

***

## Editing Case Studies

Only Content Creator users can edit Case Study data:

**Editing Case Properties**:

1. From the Case Study page, use the edit button
2. You can modify:
   * Name: A short, descriptive title
   * Description: Information shared with other instructors
   * Version: Optional value to distinguish different versions
   * Contributors: Optional list of instructors who helped create this Case Study

**Editing EHR Content**:

1. From the Case Study page, click the "Edit in EHR" button
2. This launches the EHR with the case study data
3. You can modify form content and add assessments to tables
4. For other types of modifications, contact your EdEHR administrator

***

## How To Edit Case Study Seed Properties

1\. So when we're over top of case studies, we're going to ensure course designer. Mode is selected.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/87e2d63c-1fd2-46f6-9f2a-7ccaeb3f8e78/ascreenshot.jpeg?tl_px=0,0\&br_px=1376,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=55,276)

2\. once course designer mode is selected we can choose the appropriate case study we want to edit in this case we'll edit aaron john's from here we have a series of options if we want to make quick edits we're going to click

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/eb437e25-c7bd-4e13-a43f-5cb0486b0a94/ascreenshot.jpeg?tl_px=0,0\&br_px=1376,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=277,188)

3\. In the case study page click on the <img src="/files/MMdRqTD4czKR6rQU82qN" alt="" data-size="line"> icon to bring up property edit mode.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/002a5994-298e-4c36-b19a-db2b034eae08/ascreenshot.jpeg?tl_px=1295,0\&br_px=2156,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=653,73)

This will allow you to make key seed edits to the case study.

You will be able to make changes to;

* **Name**: Recommend using the simulated patient name as part of the case study name.
* **Patient Data:** Activate the Patient Data dialog to establish the basics: patient name and age.
* **Version**: Use the version to indicate if this case study has evolved from an earlier version. E.g. v 2.0 would say this case study has changed a lot since the original was created.
* **Application Type**: EHR or LIS (Does this case study apply to clinical setting (EHR) or the medical laboratory (LIS)?)
* **Tags**: Use tags to categorize case studies.
* **Description:** Describe the pedagogical goals for this case study here and use the "Faculty Notes" in the Learning Object to describe how to use the case study in class. Students will not see these notes.
* **Creator Notes:** Use the creator notes field to describe how to manage the EHR content in the Case Study. Students will not see these notes.
* **Contributors**: A list of people who contributed to the EHR content.
* **Optional - Import Case Study JSON File:** If you have a Case Study file that you or someone else saved then you can import the contents here. It is a great idea to periodically save your case study work in case you need to go back to an earlier version.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/f2171e20-cef2-4219-a55d-0182e61c2470/ascreenshot.jpeg?tl_px=52,0\&br_px=1772,961\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,88)

After any changes have been made click Save to ensure they are saved. /

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/970e4228-4bdc-47a1-bfcb-25660df34e0d/ascreenshot.jpeg?tl_px=1009,0\&br_px=2156,640\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=539,39)

***

### Editing EHR Content

Step 1: From the case study menu, with course desinger on, we can select the case study OR we can select the edit button directly from the quick actions on the right.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/f9d81f86-3b86-4148-91c7-24baf18e6151/ascreenshot.jpeg?tl_px=0,0\&br_px=2156,1237\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=171,325)

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/2c4ed942-476b-46a7-a3c9-1d94f98d02e9/ascreenshot.jpeg?tl_px=0,0\&br_px=2156,1237\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=1025,330)

Step 2: Selecting the <img src="/files/1Y56fMnlAuyueNk6QgbM" alt="" data-size="line"> Edit Icon will take us into the EHR to edit details there.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/a6834d10-dbe8-4db8-b8b4-13bbac61112e/ascreenshot.jpeg?tl_px=0,0\&br_px=2156,1237\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=974,14)

Once we are in the EHR interface, we notice the pink colored case study bar, showing us we are in Case Study edit mode. Here you can click any specific form you would like to add or edit details on.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/cd52314a-4414-46ce-80c9-994642237312/ascreenshot.jpeg?tl_px=0,4\&br_px=1376,773\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=52,276)

Step 4: You then need to hit the edit form button located on the right.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/0a7cd95c-01a3-44c1-b346-4838c67f9bc6/ascreenshot.jpeg?tl_px=0,0\&br_px=2156,1237\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=1046,97)

Step 5: Now you can make any edit or changes you would like to the specific form.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/b543f2bb-fa30-4c84-9c07-b26d605b55e8/ascreenshot.jpeg?tl_px=290,81\&br_px=1666,850\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,277)

Step 6: Click Save to save changed.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/8af55c5b-30e1-47a9-a32f-9b3e4ebaee07/ascreenshot.jpeg?tl_px=780,0\&br_px=2156,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=926,180)

7\. Click this icon <img src="/files/xa5Af4bZMoYxC13UzpaP" alt="" data-size="line"> to return to Instructor Interface Case Details page.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/aa2a7464-f0b9-41b7-82f8-55164de82016/ascreenshot.jpeg?tl_px=780,0\&br_px=2156,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=966,32)

***

Changing roles and time.

## Switching User Roles for Documentation

Step-by-Step Guide:

1. While editing a case study, sign in as the role you need (e.g., Nurse, Doctor).
2. Enter the relevant documentation (nursing notes, orders, etc.).
3. Sign out and back in as another role if you need to add documentation from a different perspective.

Sign in as the health care professional whose documentation you want to add or edit. For example, use a doctor or hospitalist account to enter doctor’s orders, and a nurse account for nursing documentation.

1. Complete the relevant documentation for that role.
2. When you need to switch perspectives, sign out and log back in as a different health care professional.
3. Repeat this process as needed to ensure each section is filled out by the correct role.

While editing a case study, sign in as the role you need (e.g., Nurse, Doctor).

Step 1: Hit the EHR sign out button to log out of 1 role and into anoter.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/df9b5cd9-942f-4b31-ab18-5f63c48dc618/ascreenshot.jpeg?tl_px=780,0\&br_px=2156,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=760,24)

Step 2: You will be prompted to sign in. Click "EHR Sign in"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/683d7f34-c8e9-4130-85f4-0e783ec92a18/ascreenshot.jpeg?tl_px=312,0\&br_px=1688,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,159)

Step 3. Sign in with the correct user you would like to use to edit the EHR content with.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/70cdb686-b6ad-4d22-9dc5-8c2a3da8a3c5/ascreenshot.jpeg?tl_px=296,0\&br_px=1672,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,139)

4\. Click "Save"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/f83f6f1f-6ac5-49e3-88d4-c07da85da016/ascreenshot.jpeg?tl_px=612,0\&br_px=1988,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,92)

Step 5. From here you can make any desired changes with that user. Repeat this process as needed to ensure each section is filled out by the correct role.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/e66c4749-eef5-4884-8d44-94c9b1b773c4/ascreenshot.jpeg?tl_px=0,0\&br_px=1376,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=29,257)

{% hint style="info" %}
Tip: This keeps your case study realistic and helps students see the workflow from multiple roles.
{% endhint %}

***

## How To Set or Update Date and Time

By default, EdEHR uses the current calendar date for all entries. To customize the date and time for your case study or case study edit / additon. Click the blue pencil icon next to the time in the banner to edit and save the scenario time.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/8ce3056d-6ce6-45cc-a507-72f4540a8dc7/ascreenshot.jpeg?tl_px=780,0\&br_px=2156,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=581,38)

Day 0 is the day of admission and all timing follows a 24-hour clock. Adjust the time as needed to match the flow of your case.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/d5f55cf2-d512-4f1a-8e7b-8a0748acafae/ascreenshot.jpeg?tl_px=706,0\&br_px=2082,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=523,34)

Step 3. Click the check mark to save the updated time.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-23/8437373b-a116-4810-9a39-f65a2fd4c63c/ascreenshot.jpeg?tl_px=780,0\&br_px=2156,769\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=567,33)


---

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