This section covers everything related to managing clients within the Case Management System. Learn how to add, update, and track client information, manage interactions, and ensure seamless case handling to provide the best possible support.
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 do I create and edit templates in Joy for logging Client Interactions?
How do I use the consultation templates?
How do I upload a file to a client’s record?
How do I add a client ‘Action’?
How to send notes made on Joy to a client’s clinical record from the 'Client Record'
How do I add a client 'Note'?
How do I add a client ‘Contact’?
What if your referral hasn’t been responded to by the organisation you referred to?
How do I document an external referral or signpost in Joy?
How do I create a new service with Joy CMS to manually document referrals?
How can a client refer themselves to my service?
How do I search for a service on Joy marketplace?
How do I make a referral through the Joy marketplace?
How to Send Manually Documented Referrals Back to the Clinical Record?
How do I update the status of a manually documented referral or signpost?