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 clients 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💛 Archived Lists (yellow) - Here you can view any lists that have been archived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 clients to
4. Select 'Add Clients' 👇
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 summary page
Go to 'Clients'
Select the client you would like to add to a list 👇
3. Go to the 'Summary' page
4. Scroll to lists and scroll to 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' or 'Delete' the list as appropriate
Click 'Save' ✅
You have successfully archived or deleted a list! 🎉