Case Management System
This collection offers step by step guides and best practices for navigating the Case Management System.
By Sonja and 2 others3 authors117 articles
- 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?
- 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 âServicesâ 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