💡 Tip: Even if your client has not been received through Joy this feature means you can still use the CMS to manage them. However, you will need to manually select their clinical record, which should match their GP practice.
Select the ‘Clients’ tab 🧑 on the far left
Select ‘Add new’ 👇 in the top right corner
Fill in the clients’ information ✍️
Select who you would like to assign the client to, and follow all the steps you would on a normal inbound patient
Select ‘Save’ ✅
The new client can be found under ‘My Clients’ for the user you assigned them to! 🎉
📌 Note: Joy organises data on the dashboard into many different categories based on the information you put in. Therefore, it is important to enter the client’s ethnicity, gender, GP surgery, and the source of referral correctly.