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?

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

Managing Case Operations - Client Records

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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