🛠️ These articles include high-priority cards and their logic. If you notice a card you use is missing, please be assured we are working our way through them.
This article refers to the Clients tab on the dashboard, if you would like to learn how to manage clients on the case management software, please look here.
How do I find the Clients dashboard tab?
Open up the Case management system at case.thejoyapp.com
Select the 'Dashboard' tab 👇 on the left-hand side
Select the 'Clients' tab 👇 from the options under the dashboard heading
You should now be able to view your data! 🎉
Card Breakdowns
Clients - Additional Needs
📖 Learning: This card finds all the cases created within the specified date range for all clients assigned to the viewing organisation that were also created within the date range.
We then find all of the additional needs tagged to the relevant case records and count the number of times each of them appears in the filtered list of cases.
Clients - Client Needs
📖 Learning: This card finds all the cases created within the specified date range for all clients assigned to the viewing organisation that were also created within the date range.
We then find all of the key needs tagged to the relevant case records and count the number of times each of them appears in the filtered list of cases
Clients - Top 25 SNOMED codes
📖 Learning: This card finds all the client records created within the specified date range for all clients assigned to the viewing organisation that were also created within the date range.
We then find all of the SNOMED codes tagged to the relevant case records and count the number of times each of them appears in the filtered list of cases.
📌 Note: The sample size comes from a separate query that counts the number of clients created at that organisation within the date range, not linked to any client record activity.
