📌Note: This guide is only for customers who are using the new Client Cases functionality in the Joy Case Management System.
To add a Contact or Note or Action to a client record follow these steps:
Log in to your account at case.thejoyapp.com
Click 👇 on Client Cases in the main menu on the left
Open the record of the client you want to add a record to by clicking 👇 on the name of the client
Select the case you would like to add the Contact/Note/Action to
Towards the top right of the screen, hover your mouse over the pink + Create new button, a drop down list will appear
Select the type of record you would like to create by clicking 👇 on that option in the list
Fill out the Title ✍️ and body of your new record
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
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
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. 🎉