Turn a lead into a clinical case

Goal: create the clinical case so a dentist can diagnose.

You need: case creation permission (sales reps don't have it by default — supervisors and up do).

Steps:

1. Open the lead's page (click the lead in Leads).
2. Change the lead's Status to Awaiting Diagnosis.
3. The Create Case window opens — patient details carry over; add the dental issue description, medical conditions and medications.
4. Upload any photos / X-rays the patient sent.
5. Save. The case lands in Cases → Case Pool, where a dentist picks it up.

If you don't see it: your role can't create cases — hand the lead to a supervisor/manager, or ask an admin to grant "Create case".