Joy App

’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?

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 Client Cases?

You can view a patient's medical record (if it has been made available) within Joy in client cases.

How do I view the patient’s medical record in Client Cases?

The client overview is a snapshot of the key information about the client.

What is the client overview in Client Cases?

This article will show you where you can find the profile so you can access or edit the information stored in the new client cases.

How do I access and edit the client profile in Client Cases?

Client cases allow your clients in Joy to have multiple case fileslinked to their record, simultaneously or consecutively.

How do I create a case?

A brief walk through of the new user interface for the Client Cases functionality to help familiarise you with the new layout.

Understanding the Client Cases screens

This guide walks through how to find your Client ID number in the new Cases functionality

How do I find the Client ID number in Cases

We are excited to announce that the Joy Case Management System has been upgraded. Introducing…. Client Cases.

Client cases explainer

This guide walks through how to add a Tag to a client record in the new Client Cases functionality.

How do I add a Tag in Client Cases

This guide will show you how to add or remove staff members from a client record if you are using the new Client Cases functionality

How do I add or remove staff members from a Client in Client Cases

This guide shows you how to send a text or an email if you are using the new Client Cases functionality in the Joy Case Management System.

How do I send a text or email to a Client in Client Cases

This guide shows you how to add a Contact or Note or Action when you are using the new Client Cases functionality.

How do I create a Contact/Action/Note in Client Cases?

Support at Joy

This collection provides support with the Joy CMS cases update (currently in beta).

Cases

Create a custom design with text, images, and links