Joy App

Sonja Gebhardt

These guides walk you through how to use the dashboard within the Joy Case Management software.

Dashboard

This article outlines the meanings behind the cards on the caseload tab.

📋 Caseload Tab

This article walks you through the inbound referrals tab on the dashboard.

📥 Inbound Referrals Tab

😊 Clients Tab

This article outlines the outcomes tab on the dashboard.

↪️ Outcomes Tab

This article walks you through the activity tab on the dashboard.

🤸 Activity Tab

This article walks you through the appointments tab on the dashboard.

📅 Appointments Tab

This article walks through the 'Services' tab on the dashboard.

🏠 Services Tab

These articles describe different areas within the case management software dashboard.

📊 Case Management Software Dashboard

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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