Case Management System
This collection offers step by step guides and best practices for navigating the Case Management System.
Joy Case Management System Overview: Video
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
What does the service see when I send a referral on the Joy Marketplace?
How do I add a SNOMED code to items to send back to the clinical record?
How to edit client contact details
How to transfer a patient to another staff member
How to see the updated status of a referral on Joy
How to update the status of a signpost or referral made outside of Joy on the services tab
How do I remove discharged patients from my client list?
How do I find the link to my listing (from the Marketplace and from within the Case Management Software)?
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 edit my service and referral form on Joy?
How do I check who accepted/declined a referral?
How do I change the status of a referral from âDeclinedâ to âAcceptedâ?
How can I prioritise clients from inbound referrals or on the client page?
How to respond to a referral within the Case Management Software
How to change the status of an expired referral
How do I add a new custom wellbeing framework?
How do I complete a wellbeing assessment?
How do I complete a follow-up wellbeing assessment?
How do I Send Multiple Follow-up Wellbeing Trackers at Once?
How to use the wellbeing framework: Warwick-Edinburgh
How do I enable the Personal Wellbeing Score (ONS4)?
What does a patient see when sent wellbeing frameworks?
How to use Wellbeing Frameworks and send them back to the clinical record
The MYCaWÂŽ Wellbeing Framework
How to activate and suspend a wellbeing framework for your organisation
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 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 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