😊 Clients Cases
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.
How do I send a text or email to a Client?
How do I create a client Contact/Action/Note?
How do I create and edit templates in Joy for logging Client contacts/notes/actions?
How do I upload a file to a client’s record?
How to send notes made on Joy to a client’s clinical record from the 'Client Record'?
How do I start a new consultation in the client record?
How do I add a SNOMED code to items to send back to the clinical record?
How to transfer a patient to another staff member?
How do I change the status of the client case?
How do I discharge a client?
How do I complete a wellbeing assessment?
How do I complete a follow-up wellbeing assessment?
How to use the wellbeing framework: Warwick-Edinburgh
How do I Send Multiple Follow-up Wellbeing Trackers at Once?
What does a patient see when sent wellbeing frameworks?
The MYCaW® Wellbeing Framework
How to use Wellbeing Frameworks and send them back to the clinical record
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?
What does the service see when I send a referral on the Joy Marketplace?
What if your referral hasn’t been responded to by the organisation you referred to?
How do I update the status of a manually documented referral or signpost?
How to Send Manually Documented Referrals Back to the Clinical Record?