Client Cases
How to manage your clients, send message, onward refer and record contacts
By Sonja1 author46 articles
- How to hide a client, a case or your whole caseload (caseload privacy)
- How to assign a client to yourself or a colleague
- How to add a client manually
- How to autofill a client's details from the Spine (NHS PDS)
- How to update a client's details in their profile
- Managing clients on the 'My clients' page
- How to merge client profiles
- How do I filter my client list by status?
- How do I export Clients from Joy?
- What the Client record tab shows you
- How to view a record
- How to create a record
- How to record a consultation
- How to create and use record templates
- How to attach a document to a record, note or consultation
- How to add a clinical code to something sent to the GP record
- "Log this referral or signpost?" — the prompt that appears when you save
- What the Wellbeing tab shows you
- How to record a wellbeing tracker in person
- How to send a wellbeing tracker to a client
- How to add a follow-up and see a client's progress
- How to track a client's concerns
- How to file a wellbeing result to the clinical record
- WorkWell trackers in a client's case
- Youth Guarantee Trailblazer trackers