Go to the 'Clients' tab on the right-hand side of the case management software
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Find your client and click on their name 🧑
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Select ‘Client Record’ 👇 below their name
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Hit the blue ‘Create’ 👇 button on the right-hand side, this should open a menu beside the timeline of events
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Select how this contact was done 👇 (for example, if you spoke over the phone, please select phone)
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Select if it was outbound or inbound 👇 (did you call the patient or did the patient call you)
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You can now fill in the Title and additional details ✍️ of the contact, this would be everything that you have discussed with your patient
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An example of what this might look like is below:

Select the date and time 📅 the contact took place (you can also select dates in the past) and select how long you spoke with your client
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You can mark this as a key event ⭐ if you feel like it’s important, key events will be shown on the summary page of the client (Imagine it as pinning a post on Facebook)
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You can choose to send it back to the client record, if you do, select the appropriate GP practice to send it back to (this will turn purple once selected)
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If you are sending this information back to the clinical record, please then select the relevant SNOMED codes
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You can select any relevant documents (for example, if you took a picture of your handwritten notes) to be attached to this contact
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Use the scroll wheel to go to the top and select the ‘Save’ or ‘Save and Send’ ✅ button
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Congratulations, you have added a Client Contact to Joy! 🎉