There are two ways that you can create a client case:
1. Accept the client as an inbound referral and create a new case
2. Add a client case directly from a client that already exists
💡 Where is the inbound referrals tab?
The ‘Inbound referrals’ page now exists second from the top on the left-hand side panel. We noticed that this tab is used very frequently so we thought it should move up in the world. 🙂
1️ Method One: Accepting an inbound referral and creating a case
Click on ‘Inbound Referrals’ 👇
Click ‘Open’ 👇 on the far right-hand side of the patient
Click 'Accept' 👇 at the bottom of the page
It will then give you the option to name the Client case you are creating for the patient ✍️
Once accepted you will be given the option to either ‘View Profile' or ‘Add to the clinical record’
You have now created a case! 🎉
2️ Method Two: Adding a client case to an existing client
Go to ‘Clients’
Click on the relevant client 👇
Select ‘+Add a new case' 👇
Add a title and description ✍️ to the client case you are creating
Select the details of the case including:
Staff memberStatus
Client key needs
Additional needs
Colour
Priority
Ensure the clinical record automatically selected is the correct GP Surgery for the patient
Click ‘Save’ ✅
You have now added a case to an existing client! 🎉