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How do I create a client Contact/Action/Note?

This guide shows you how to add a Contact or Note or Action to a client record

Written by Sonja Gebhardt

To add a Contact or Note or Action to a client record follow these steps:

  1. Log in to your account at case.thejoyapp.com

  2. Click 👇 on Client Cases in the main menu on the left

  3. Open the record of the client you want to add a record to by clicking 👇 on the name of the client

  4. Select the case you would like to add the Contact/Note/Action to

  5. Towards the top right of the screen, hover your mouse over the pink + Create new button, a drop down list will appear

  6. Select the type of record you would like to create by clicking 👇 on that option in the list

  7. Fill out the Title ✍️ and body of your new record

  8. Scroll down and make sure to select the correct Case to link this record to, along with confirming the Contact way, Contact Method, Date, Time and Duration

  9. Scroll right to the bottom and confirm whether you wish a copy of this record to be sent to the client's medical record (Save to clinical record) and whether you would like to make this a Key event

  10. Click 👇 Save in the bottom right and this will be added to the Case notes


10. Congratulations! You have now added a new Contact, Note or Action to your client case. 🎉

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