The client list feature allows you to group clients. For example, if you have a weight management program, you could add several clients to a weight management list, and streamline the process of providing care and interventions.
📍 This article will walk you through:
Navigating the Lists page
Using the Client Lists feature
How do I create a list?
How do I add client cases to a client list?
How do I archive and/or delete a list?
Navigating the Lists page
How do I access the Client Lists feature?
Go to the Joy Case Management System
Click on the 'Lists' button on the main menu
An overview of the Lists page
💙 My Lists (blue) - Here you can view all of the lists under your name
❤️ All Lists (red) - Here you can view all of the lists in your organization
💛 Archived Lists (yellow) - Here you can view any lists that have been archived
Using the Client Lists feature
📋 How do I create a list?
1. Go to the Joy Case Management System
2. Go to 'Lists' 📋
3. Click on 'Create list' 👇
4. Fill in the form ✍️
5. Click 'Save' ✅
6. You have created a new list! 🎉
🧑 How do I add clients to a client list?
Method One: Adding clients from the Lists page
Go to the Joy Case Management System
Go to 'Lists' 📋
Select the list that you would like to add client cases to
4. Select 'Add Client cases' 👇
5. Search for 🔍 and select the clients you would like to add to the list
6. Click 'Add to List'
7. Those clients are now added to the list! 🎉
Method Two: Adding clients from the client case
Go to 'Clients'
Select the client you would like to add to a list 👇
3. Click on the case you wish the add to the list
4. Go to the 'Account Icon' page
4. Scroll to lists and select the list you would like to add the client to
5. Click 'Save' ✅
7. This client will now be added to the list! 🎉
🗑️ How do I archive and/or delete a list?
Go to the Joy Case Management System
Go to 'Lists' 📋
Select the 3 dots 👇 next to the list name
Select to either 'Archive' the list as appropriate
Click 'Save' ✅
You have successfully archived a list! 🎉