Case Management System
This collection offers step by step guides and best practices for navigating the Case Management System.
Understanding the Client Cases screens
Client cases explainer
How to use the Messenger feature
How can I send a text via Joy?
How do I send an email via Joy?
How do I create an email or SMS template?
Can clients respond to my emails or texts?
What do clients see when you send them a reply link?
How do I see whether a client has responded?
How to use the Bulk Emailing Feature
How can I retry sending information back to the Clinical Record, and check it is filing back?
How to check if a staff member is connected to the clinical system
How to connect new user to EMIS clinical system
What do notes look like inside the Clinical System?
Improving Joy Writebacks to SystmOne
How to save a note back to the clinical system?
What services appear in my directory and how do I save a new service to it?
How do I add more services to my directory?
How do I add a service on behalf of another organisation from the case management system?
How do I signpost a service to a client on the ‘Services’ tab?
How do I refer someone to a service from the ‘Services’ tab?
How do I view a service in the services tab?
How to invite services to the Marketplace
How to make onward referrals of patients on the Joy Marketplace
How do I find the link to my listing (from the Marketplace and from within the Case Management Software)?
How do I refer into my own service?
How to add a new staff member
How do I claim my account?
How to suspend (and re-activate) a user in your organisation
Access permissions for role types on Joy
Personalise Email and SMS Signature
How do I add my job title?
How to edit your email address
How to add your SystemOne username
How do I update my organisation name and SMS display name?
How do I turn on multi-factor authentication?
How to use the automation feature
How to Access and Export Audit Logs