Joy App

This guide shows you how to send a text or an email to a client.

How do I send a text or email to a Client?

The Frailty template records a Rockwood score, Holistic Needs Assessment and onward referrals in one consultation, coded straight back to the patient record.

What is the Frailty (FAA) consultation template?

This guide shows you how to add a Contact or Note or Action to a client record

How do I create a client Contact/Action/Note?

By following these steps, you can efficiently create and manage templates that are shared across your team, saving time on repetitive tasks.

How do I create and edit templates in Joy for logging Client contacts/notes/actions?

This help article will show you how to upload a file to a client's record so you can keep all their information/data together within Joy.

How do I upload a file to a client’s record?

Here’s how to send notes from Joy to a patient's clinical record in either EMIS or System 1, so Joy can communicate to the clinical record!

How to send notes made on Joy to a client’s clinical record from the 'Client Record'?

Please follow the steps below to see how to start a new consultation for a patient in Joy within the new 'client cases'.

How do I start a new consultation in the client record?

This article will guide you through the process of adding SNOMED codes to the clinical record.

How do I add a SNOMED code to items to send back to the clinical record?

Follow this guide to transfer a patient to another member of your team.

How to transfer a patient to another staff member?

’Client cases’ allow different health and wellbeing professionals to work on separate cases within a single client. You can change the status of a client within a client on Joy.

How do I change the status of the client case?

This article shows you how to discharge a client, including how to send this information back to their clinical record.

How do I discharge a client?

Sonja Gebhardt

Jeremy Soon

Managing Case Operations - Client Records

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Connect the tools your team already uses to bring data in.

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