π‘ Hint: This can be used to create a client in the case management software, for example, if you are transferring your caseload on to Joy.
Open up the case management software (case.thejoyapp.com) and log in using your details
βSelect the left-hand 'Services' tab π (not the one within a client record)
βSelect 'My organisation's services' π tab and locate the relevant service (for example, if you are a social prescriber, find the social prescribing listing)
βSelect 'Refer' π on the relevant service (the one which your team uses, this will usually be the name of your PCN and then the team your role falls under for example: Example PCN - Social Prescribing)
βIt will now open a new page in the Marketplace
βOn the page that opens select 'Make a referral' π
βSelect 'I am referring someone else' π
βFill in the referral details βοΈ, if you have the NHS spine active you can enter their NHS number (or full name and DOB) under 'Look up client' and this will also pull through their information into the referral form
βPress 'Submit' π
βReturn to case.thejoyapp.com, and accept the client from the 'Inbound referral' tab as you usually would
βYou have now transferred this patient into Joy! π





