💡 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 ‘Client Cases’ tab 🧑 on the main menu
Select ‘Add case’ 👇 in the top right corner
Choose if this is a new client or a new case for an existing client
Fill in the the case details eg. Case name, description and key needs. Please note you can also add your own key needs. Then select ‘Save’ ✅
The new client or case has been created! 🎉
📌 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, and GP surgery correctly.