This guide covers the places where the current app lets you add a client's case to a list, and how to remove a client again.
It does not cover creating the list itself, adding tags or creating records for every member. See Lists: an overview, How tags work on a list and its clients and How to create records for everyone on a list.
When Lists is available
The Lists section and list controls only appear when your organisation has the lists feature switched on.
In the current app, list membership is normally attached through a client case. The list page shows one member row per client even if more than one of their cases is attached.
Add cases from the list
In the Case Management sidebar, select Lists.
Open the list you want.
Select Add case.
In Add cases to list, type at least two characters into Search cases. You can search by client name, NHS number or case name.
Select each result you want. Your choices appear as chips above the results; use the x on a chip to remove a choice.
Select Add 1 case, or the button showing the number of cases you chose.
While you type fewer than two characters, Joy says Type at least two characters to search. While it searches, it says Searching.... If nothing is found, it says No matching cases found.
The button reads Adding... while Joy works. When it succeeds, Joy shows Added 1 case to the list, or the matching number, closes the dialog and refreshes the member table.
Add a case from a client
In the sidebar, select Client cases.
Open the client.
Select the Cases tab.
Find the case card and select List.
Under Toggle lists, select a list with a + beside it.
The case card then shows On lists: followed by the list name. Joy also records the list addition as a profile update on that case.
Select List again and choose a list with an x beside it to remove that case from the list.
If the organisation has no active lists, the control says No lists yet. Create them on the Lists page.
What the Client cases screen offers
The main Client cases table does not currently have a bulk Add to list action.
Open an individual client and use the List control on a case card instead. The client's Profile tab can show On lists with links to existing lists, but it does not add or remove membership.
Remove clients from a list
Open Lists, then open the list.
Tick the box beside each client you want to remove. The top box selects every member currently shown by the filters.
Select Remove selected (number).
Joy removes the selected clients immediately and shows Removed from list. There is no second confirmation dialog.
Removing a client from the list does not delete the client or their case. If the client was attached through more than one case, removing the client from the list also removes those case memberships from that list.
If Joy cannot complete the change, it shows Could not remove members followed by the error.
Privacy and archived lists
Search results and member rows respect client and case privacy. Hidden clients and hidden cases you are not allowed to see are not offered or shown.
The case-card picker offers active lists only. Restore an archived list before adding another case to it.