To add a new Agency, first click on the Add Case Agency on the left side of your screen.

Next you will be prompted to select the Agency from a drop-down list and enter the Agency's Case Number (if available). You can flag the Agency as the Primary Agency by clicking in the Primary Agency checkbox. You may only have one Primary Agency per case. Click Save when finished, or Save and Add Another to add another Agency.

If your lab option is checked to Force Agency on Every Lab Case, you will be prompted with the Add Case Agency dialogue when you click New Case.

Once your Agency has been entered, you can Edit or Delete it if necessary by clicking on the appropriate icon in the grid view. If you have Reports configured to be viewable from the Agency tab, the Reports icon will display eligible reports. You can also add related Attachments by clicking on the paper clip icon (See How do I Add an Attachment).