Skip to main content
All CollectionsCases
What is the client overview in Client Cases?
What is the client overview in Client Cases?

The client overview is a snapshot of the key information about the client.

Support at Joy avatar
Written by Support at Joy
Updated over 3 months ago

It is found looking at the section of the case management software below: 👀

Screenshot 2024-06-20 at 16.25.17


This page will include: 📋

  • Date of Birth

  • Phone number (will note all phone numbers associated with this client)

  • Email (will note all email addresses associated with this client)

  • Address

  • Client tags

  • Joy Client ID

  • Functionality to ‘View GP Medical Record’

  • Client NHS number

  • GP Surgery

Did this answer your question?