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How do I start a new consultation in Client Cases?

Please follow the steps below to see how to start a new consultation for a patient in Joy within the new 'client cases'.

Support at Joy avatar
Written by Support at Joy
Updated over a month ago

  1. Go to the Client Cases
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  2. Choose and 👇 click on the Client case you are working with
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  3. Click the 3 dots in the top right-hand corner
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  4. Select 👇 ‘Start new consultation'
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6. Choose your template

7. Ensure you select the correct case this should be saved to, it will default to the first case created for this client NOT the one you are on

8. You have started a new consultation! 🎉

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