Case Management System
This collection offers step by step guides and best practices for navigating the Case Management System.
Understanding the Client Cases screens
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 do I change a booking reminder?
How to use "Click to book" calendar appointments
Understanding the Calendar
How do I create an appointment in my calendar from the Client Record page?
How do I delete an appointment from my calendar?
How do I create a client appointment?
How do I cancel an appointment?
How do I reschedule a cancelled appointment?
How do I view or edit my colleagueâs calendar?
How do I manage appointment statuses?
How to use the EMIS calendar integration
How to use the new integrated calendar
How to add details of a referral back to the clinical system
How can I retry sending information back to the Clinical Record, and check it is filing back?
How to send notes made on Joy to a clientâs clinical record
How do I activate Wellbeing Frameworks, fill them out, and then send them back to the clinical record?
How to check if a staff member is connected to the clinical system
What do notes look like inside the Clinical System?
How to connect new user to the clinical system
How do I check that my client record is filing back to the correct clinical system?
Adding a SystmOne Connection to Joy for the First Time
Connecting to an EMIS Practice in the Joy Case Management Software
Improving Joy Writebacks to SystmOne
How do I add more services to my directory?
How to signpost one or more services to a client
How do I add a service on behalf of another organisation from the case management system?
How to add additional services to the Joy Marketplace?
How do I signpost a service to a client on the âServicesâ tab?
How do I refer someone to a service from the âServicesâ tab?
How do I edit a service from within the services tab?
How do I view a service in the services tab?
What services appear in my directory and how do I save a new service to it?
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 use the automation feature
Access permissions for role types on Joy
How to add your SystemOne username
How do I claim my account?
How do I merge multiple practices?
Personalise Email and SMS Signature
How do I update my organisation name and SMS display name?
How to turn on importing appointments from S1 into the Joy calendar
How to turn on your EMIS appointment book
How do I turn on multi-factor authentication?
How to edit your email address
How to suspend (and re-activate) a user in your organisation
How to add a new staff member
How to reset your password
How do I add my job title?
How do I Add/suspend/delete user in the Joy case management system?
How to use the S1 calendar integration
How to edit permissions for different roles within your organisation within the case management software
How to Access and Export Audit Logs