# Joy Help Center

> Joy's Knowledge Base

## Joy Training Sessions

- [Case Management Training Sessions](https://support.thejoyapp.com/en/articles/12524810-case-management-training-sessions.md): Join us for a session covering the fundamentals of the Joy Case Management Platform \(CMS\).
- [JoyConnect Training Sessions](https://support.thejoyapp.com/en/articles/12578042-joyconnect-training-sessions.md): Join us for a session covering the ins and outs of how the JoyConnect App can work for you.
- [Marketplace Training Sessions](https://support.thejoyapp.com/en/articles/12579171-marketplace-training-sessions.md): Joy is hosting a series of training sessions that will cover the detailed workings of how the Joy Marketplace can work better for you.

## JoyConnect

- [JoyConnect Installer](https://support.thejoyapp.com/en/articles/11641540-joyconnect-installer.md)
- [JoyConnectWeb User Guide](https://support.thejoyapp.com/en/articles/15463369-joyconnectweb-user-guide.md): Welcome to JoyConnectWeb
- [How do I find the log file for JoyConnect?](https://support.thejoyapp.com/en/articles/10477324-how-do-i-find-the-log-file-for-joyconnect.md): Please follow this guide if the Joy Support team has asked you to provide the log file from this device for JoyConnect.
- [How do I restart JoyConnect?](https://support.thejoyapp.com/en/articles/10477392-how-do-i-restart-joyconnect.md): This guide will walk you through restarting JoyConnect on your machine.
- [How to contact the Joy Support Team?](https://support.thejoyapp.com/en/articles/12063229-how-to-contact-the-joy-support-team.md): Need assistance with JoyConnect and don't know how to contact the Joy Support team.
- [Reset EMIS Key](https://support.thejoyapp.com/en/articles/12063266-reset-emis-key.md): This guide shows you how to reset your EMIS/JoyConnect connection when you are trouble logging in.
- [How to Log a Fault](https://support.thejoyapp.com/en/articles/12381380-how-to-log-a-fault.md): How to Log a Fault through JoyConnect to the support team
- [Error Message - Turn on the relevant APIs](https://support.thejoyapp.com/en/articles/12889916-error-message-turn-on-the-relevant-apis.md): Error message when installing JoyConnect - Hmm ... something went wrong. You might need to turn on the relevant APIs, get user permission or approve JoyConnect in the clinical system.
- [Error Message - The given key was not present in the dictionary](https://support.thejoyapp.com/en/articles/11035988-error-message-the-given-key-was-not-present-in-the-dictionary.md): Error message receive when installing the JoyConnect widget
- [Auto-updater](https://support.thejoyapp.com/en/articles/15504489-auto-updater.md): Installing or updating JoyConnect
- [Services not showing in JoyConnect](https://support.thejoyapp.com/en/articles/16299890-services-not-showing-in-joyconnect.md): If your saved services are no longer available on JoyConnect, please follow the steps outlined in this guide, which will walk you through the troubleshooting process for the app.
- [EMIS: IT Team install guide for JoyConnect across all devices](https://support.thejoyapp.com/en/articles/10484843-emis-it-team-install-guide-for-joyconnect-across-all-devices.md): Please follow this guide if you are an IT Manager rolling out the installation of JoyConnect to GP practices with EMIS.
- [Setting up the EMIS and Joy Integration - Common Issues](https://support.thejoyapp.com/en/articles/10484878-setting-up-the-emis-and-joy-integration-common-issues.md): This article outlines the common problems when setting up Joy within EMIS and what steps to take to resolve them.
- [SystmOne Part 1: IT Team install JoyConnect across all devices](https://support.thejoyapp.com/en/articles/10484792-systmone-part-1-it-team-install-joyconnect-across-all-devices.md): Please follow this guide if you are an IT Manager rolling out the installation of JoyConnect to GP practices with SystmOne.
- [SystmOne Part 2: Practice staff guide for a central IT rollout of JoyConnect](https://support.thejoyapp.com/en/articles/10484797-systmone-part-2-practice-staff-guide-for-a-central-it-rollout-of-joyconnect.md): Please follow this guide if you are at a GP practice using SystmOne and a central IT team is installing JoyConnect on your computer.
- [Practice managers: How to configure EMIS for your upgrade to JoyConnect](https://support.thejoyapp.com/en/articles/10484820-practice-managers-how-to-configure-emis-for-your-upgrade-to-joyconnect.md): Steps for Practice Managers as part of a central IT upgrade to JoyConnect.
- [JoyConnect is blocked by another IT service](https://support.thejoyapp.com/en/articles/10484789-joyconnect-is-blocked-by-another-it-service.md): Please only use this article if it is suggested to you by the support team.
- [EMIS: Practice manager guide for a central IT rollout of JoyConnect - New Customers](https://support.thejoyapp.com/en/articles/10484848-emis-practice-manager-guide-for-a-central-it-rollout-of-joyconnect-new-customers.md): Please follow this guide if you are a practice manager who is preparing for the IT team to install JoyConnect within the practice.
- [How to activate JoyConnect on your computer - guide for GP surgery staff \(3 quick steps\)](https://support.thejoyapp.com/en/articles/10484833-how-to-activate-joyconnect-on-your-computer-guide-for-gp-surgery-staff-3-quick-steps.md): Once activated, JoyConnect will let you quickly & easily refer patients to social prescribing services across your community.
- [JoyConnect install guide for all SystmOne users - Upgrade from Joy GP App](https://support.thejoyapp.com/en/articles/10476454-joyconnect-install-guide-for-all-systmone-users-upgrade-from-joy-gp-app.md): Follow this guide to install JoyConnect for SystmOne!
- [Install JoyConnect - SystmOne - New Users](https://support.thejoyapp.com/en/articles/10477411-install-joyconnect-systmone-new-users.md): Follow this guide to install JoyConnect on SystmOne for new users of the software.
- [Unblocking Joy on SystmOne](https://support.thejoyapp.com/en/articles/10486478-unblocking-joy-on-systmone.md): To ensure that Joy can connect to SystmOne, you will need to make sure that Joy is an approved piece of software.
- [Setting up SystmOne in incognito window](https://support.thejoyapp.com/en/articles/10872356-setting-up-systmone-in-incognito-window.md): How to set up SystmOne so that the referral pathway opens up in an incognito window.
- [Installing JoyConnect on EMIS for Practice Managers and Digital Leads - Upgrade from the JoyGP App](https://support.thejoyapp.com/en/articles/10475452-installing-joyconnect-on-emis-for-practice-managers-and-digital-leads-upgrade-from-the-joygp-app.md): This guide walks you through how to install Joy Connect on EMIS.
- [Installing JoyConnect on EMIS for practice staff](https://support.thejoyapp.com/en/articles/14707976-installing-joyconnect-on-emis-for-practice-staff.md): A quick guide for practice staff on how to install and activate JoyConnect on EMIS so you can start referring patients.
- [Installing JoyConnect for Practice Managers and Digital Leads EMIS - New Users](https://support.thejoyapp.com/en/articles/10477462-installing-joyconnect-for-practice-managers-and-digital-leads-emis-new-users.md): Please follow this guide if you are a practice manager or digital lead and wish to install JoyConnect.

## Case Management System

- [Understanding the Client Cases screens](https://support.thejoyapp.com/en/articles/10805677-understanding-the-client-cases-screens.md): A brief walk through of the new user interface for the Client Cases functionality to help familiarise you with the new layout.
- [Client cases explainer](https://support.thejoyapp.com/en/articles/10473847-client-cases-explainer.md): We are excited to announce that the Joy Case Management System has been upgraded. Introducing…. Client Cases.
- [How to accept or decline a referral?](https://support.thejoyapp.com/en/articles/10469578-how-to-accept-or-decline-a-referral.md): This article will walk you through how to accept and decline a referral within the case management software.
- [How to accept a re-referral?](https://support.thejoyapp.com/en/articles/12679967-how-to-accept-a-re-referral.md): This article will walk you through on how to accept an Inbound Referral when the client already have a profile within your organisation.
- [How can I prioritise clients from inbound referrals or on the client page?](https://support.thejoyapp.com/en/articles/10469550-how-can-i-prioritise-clients-from-inbound-referrals-or-on-the-client-page.md): You can flag patients with different priority levels to allow you to triage them.
- [How do I change the status of a referral from ‘Declined’ to ‘Accepted’?](https://support.thejoyapp.com/en/articles/10469538-how-do-i-change-the-status-of-a-referral-from-declined-to-accepted.md): This article walks you through how to change a referral from declined to accepted.
- [How to change the status of an expired referral?](https://support.thejoyapp.com/en/articles/10476737-how-to-change-the-status-of-an-expired-referral.md): This article will show you how to change the status of an expired referral.
- [How do I check who accepted/declined a referral?](https://support.thejoyapp.com/en/articles/10469521-how-do-i-check-who-accepted-declined-a-referral.md): This short guide shows you how to check which Joy user accepted or declined a referral in Joy.
- [How do I edit my service and referral form on Joy?](https://support.thejoyapp.com/en/articles/10469436-how-do-i-edit-my-service-and-referral-form-on-joy.md): This article walks you through how to find, and edit your service and your referral form.
- [Why have my notes stopped filing back to the clinical system?](https://support.thejoyapp.com/en/articles/16553582-why-have-my-notes-stopped-filing-back-to-the-clinical-system.md): Notes only file back to EMIS or SystmOne while JoyConnect is open on a device at the practice. If nothing has filed back, this guide explains why and how to clear the queue.
- [Managing clients on the 'My clients' page](https://support.thejoyapp.com/en/articles/10471223-managing-clients-on-the-my-clients-page.md): This guide will walk you through the various features and functionalities available on the My Clients page, helping you make the most of it.
- [How to merge client profiles](https://support.thejoyapp.com/en/articles/10470699-how-to-merge-client-profiles.md): If you have multiple of any clients or need to merge profiles for any reason, follow the instructions below.
- [How to merge client cases](https://support.thejoyapp.com/en/articles/16260227-how-to-merge-client-cases.md): If you have multiple cases under one client profile and would need to merge them, follow the instructions below.
- [How do I assign a client to myself if I forgot to while accepting the referral?](https://support.thejoyapp.com/en/articles/10470744-how-do-i-assign-a-client-to-myself-if-i-forgot-to-while-accepting-the-referral.md): If you forget to assign the correct staff member, or want to change a client's team member, this guide walks you through how to change this!
- [How do I filter my client list by status?](https://support.thejoyapp.com/en/articles/10470774-how-do-i-filter-my-client-list-by-status.md): This guide will show you how to filter your client list by client status, and shows you how to clear that filter.
- [How do I export Clients from Joy?](https://support.thejoyapp.com/en/articles/10470810-how-do-i-export-clients-from-joy.md): The following guide will walk you through how to successfully export clients from Joy and how to choose which clients you want to export!
- [How do I manually create a client?](https://support.thejoyapp.com/en/articles/10470846-how-do-i-manually-create-a-client.md): This article walks you through how to manually add a client to your caseload.
- [How to create a Client Manually using Quick Fill](https://support.thejoyapp.com/en/articles/15029496-how-to-create-a-client-manually-using-quick-fill.md): Step by step guide on how to manually create a client in the Case Management System using the NHS spine searching patients by their NHS number
- [How to update patient details in the CMS](https://support.thejoyapp.com/en/articles/14981207-how-to-update-patient-details-in-the-cms.md): How to update the client contact details, NHS number, GP Surgery, Clinical record in the Case Management System \(CMS\)
- [How do I find the Client ID number?](https://support.thejoyapp.com/en/articles/10806542-how-do-i-find-the-client-id-number.md): This guide walks through how to find your Client ID number in the new Cases functionality
- [How to edit client contact details?](https://support.thejoyapp.com/en/articles/10473437-how-to-edit-client-contact-details.md): This guide will explain the new feature and walk you through how to update a client's contact details.
- [How do I create a case?](https://support.thejoyapp.com/en/articles/10457042-how-do-i-create-a-case.md): Client cases allow your clients in Joy to have multiple case fileslinked to their record, simultaneously or consecutively.
- [How do I add or remove staff members from a client?](https://support.thejoyapp.com/en/articles/10822695-how-do-i-add-or-remove-staff-members-from-a-client.md): 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 access and edit the client profile?](https://support.thejoyapp.com/en/articles/10457028-how-do-i-access-and-edit-the-client-profile.md): 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 view a client’s medical record?](https://support.thejoyapp.com/en/articles/10473323-how-do-i-view-a-client-s-medical-record.md): Please follow this guide if you want to view your patient's medical record from EMIS or S1 within Joy.
- [How do I send a text or email to a Client?](https://support.thejoyapp.com/en/articles/10823212-how-do-i-send-a-text-or-email-to-a-client.md): This guide shows you how to send a text or an email to a client.
- [What is the Frailty \(FAA\) consultation template?](https://support.thejoyapp.com/en/articles/16596581-what-is-the-frailty-faa-consultation-template.md): The Frailty template records a Rockwood score, Holistic Needs Assessment and onward referrals in one consultation, coded straight back to the patient record.
- [How do I create a client Contact/Action/Note?](https://support.thejoyapp.com/en/articles/10823491-how-do-i-create-a-client-contact-action-note.md): This guide shows you how to add a Contact or Note or Action to a client record
- [How do I create and edit templates in Joy for logging Client contacts/notes/actions?](https://support.thejoyapp.com/en/articles/10470956-how-do-i-create-and-edit-templates-in-joy-for-logging-client-contacts-notes-actions.md): 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 upload a file to a client’s record?](https://support.thejoyapp.com/en/articles/10471012-how-do-i-upload-a-file-to-a-client-s-record.md): 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 to send notes made on Joy to a client’s clinical record from the 'Client Record'?](https://support.thejoyapp.com/en/articles/10471051-how-to-send-notes-made-on-joy-to-a-client-s-clinical-record-from-the-client-record.md): 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 do I start a new consultation in the client record?](https://support.thejoyapp.com/en/articles/10456980-how-do-i-start-a-new-consultation-in-the-client-record.md): 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 add a SNOMED code to items to send back to the clinical record?](https://support.thejoyapp.com/en/articles/10473395-how-do-i-add-a-snomed-code-to-items-to-send-back-to-the-clinical-record.md): This article will guide you through the process of adding SNOMED codes to the clinical record.
- [How to transfer a patient to another staff member?](https://support.thejoyapp.com/en/articles/10473457-how-to-transfer-a-patient-to-another-staff-member.md): Follow this guide to transfer a patient to another member of your team.
- [How do I change the status of the client case?](https://support.thejoyapp.com/en/articles/10456952-how-do-i-change-the-status-of-the-client-case.md): ’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 discharge a client?](https://support.thejoyapp.com/en/articles/10473340-how-do-i-discharge-a-client.md): This article shows you how to discharge a client, including how to send this information back to their clinical record.
- [How do I complete a wellbeing assessment?](https://support.thejoyapp.com/en/articles/10470101-how-do-i-complete-a-wellbeing-assessment.md): This guide will show you how to complete a wellbeing assessment for your patient so you can quantitively track their progress.
- [How do I complete a follow-up wellbeing assessment?](https://support.thejoyapp.com/en/articles/10470121-how-do-i-complete-a-follow-up-wellbeing-assessment.md): If you would like to track the overall change in your client's wellbeing your clients will need to complete a follow-up assessment.
- [How to use the wellbeing framework: Warwick-Edinburgh](https://support.thejoyapp.com/en/articles/10470177-how-to-use-the-wellbeing-framework-warwick-edinburgh.md): This wellbeing framework can be sent to clients via email or completed online.
- [How do I Send Multiple Follow-up Wellbeing Trackers at Once?](https://support.thejoyapp.com/en/articles/10470148-how-do-i-send-multiple-follow-up-wellbeing-trackers-at-once.md): You can select and send multiple follow-up trackers to a patient in a single action, either via text or email.
- [What does a patient see when sent wellbeing frameworks?](https://support.thejoyapp.com/en/articles/10470267-what-does-a-patient-see-when-sent-wellbeing-frameworks.md): This is what your patient will see when you choose to email or text a patient a wellbeing framework.
- [The MYCaW® Wellbeing Framework](https://support.thejoyapp.com/en/articles/10470418-the-mycaw-wellbeing-framework.md): Please see this guide if you would like to find out more information about the partnership between Joy and MYCaW®.
- [How do I send a Wellbeing Framework to the clinical record?](https://support.thejoyapp.com/en/articles/10470346-how-do-i-send-a-wellbeing-framework-to-the-clinical-record.md): This article will show you how to send the wellbeing questionnairesresponse back to clinical systems.
- [How do I log an external referral or signpost in Joy?](https://support.thejoyapp.com/en/articles/10471124-how-do-i-log-an-external-referral-or-signpost-in-joy.md): The how-to guide shows you how to document external referrals and signposts.
- [How do I create a new service with Joy CMS to manually log referrals?](https://support.thejoyapp.com/en/articles/10471168-how-do-i-create-a-new-service-with-joy-cms-to-manually-log-referrals.md): This article shows you how to create a new service to manually document referrals.
- [How can a client refer themselves to my service?](https://support.thejoyapp.com/en/articles/10471187-how-can-a-client-refer-themselves-to-my-service.md): Clients can use the marketplace \(if you allow\) to refer themselves to your services!
- [How do I search for a service on Joy marketplace?](https://support.thejoyapp.com/en/articles/10471197-how-do-i-search-for-a-service-on-joy-marketplace.md): This article will show you how to find a service on the marketplace by searching by location and/or filters.
- [How do I make a referral through the Joy marketplace?](https://support.thejoyapp.com/en/articles/10471207-how-do-i-make-a-referral-through-the-joy-marketplace.md): The Joy marketplace should be your first call for making referrals, so here we show you how to easily do this!
- [What does the service see when I send a referral on the Joy Marketplace?](https://support.thejoyapp.com/en/articles/10473384-what-does-the-service-see-when-i-send-a-referral-on-the-joy-marketplace.md): What the service provider and the referrer each see when a Joy Marketplace referral is accepted, declined or replied to, including the emails the referrer receives. JoyConnect sends no referral not...
- [What if your referral hasn’t been responded to by the organisation you referred to?](https://support.thejoyapp.com/en/articles/10471122-what-if-your-referral-hasn-t-been-responded-to-by-the-organisation-you-referred-to.md): This article outlines what to do if your referral has not been responded to.
- [How do I update the status of a manually logged referral or signpost?](https://support.thejoyapp.com/en/articles/10727490-how-do-i-update-the-status-of-a-manually-logged-referral-or-signpost.md): This article walks you through how to change the status of a manually documented referral, or a signpost.
- [How to Send Manually Logged Referrals Back to the Clinical Record?](https://support.thejoyapp.com/en/articles/10545819-how-to-send-manually-logged-referrals-back-to-the-clinical-record.md): This article walks you through how to send manually documented referrals back to the clinical record.
- [How to signpost one or more services to a client](https://support.thejoyapp.com/en/articles/10469765-how-to-signpost-one-or-more-services-to-a-client.md): You can signpost one or multiple services to your clients in 3 steps, this allows you to send multiple services to a client in one message.
- [Creating bulk client records using client lists](https://support.thejoyapp.com/en/articles/10457945-creating-bulk-client-records-using-client-lists.md): This article walks you through how to create bulk client actions using lists.
- [Bulk emailing with client lists](https://support.thejoyapp.com/en/articles/10457959-bulk-emailing-with-client-lists.md): This article will show you how to bulk email clients from lists.
- [How do I use the client lists feature?](https://support.thejoyapp.com/en/articles/10457979-how-do-i-use-the-client-lists-feature.md): This client list feature can group clients with similar needs or characteristics into lists and perform bulk actions.
- [How do I bulk add tags to a client list?](https://support.thejoyapp.com/en/articles/10545936-how-do-i-bulk-add-tags-to-a-client-list.md): This feature allows you to tag all members of client list with the same tag, allowing you to filter by this group on the dashboard.
- [How do I add clients to a client list?](https://support.thejoyapp.com/en/articles/10742537-how-do-i-add-clients-to-a-client-list.md): This article walks you through how to add clients to a client list within Joy, allowing you to group patients and create bulk actions.
- [How to use the Messenger feature](https://support.thejoyapp.com/en/articles/10458035-how-to-use-the-messenger-feature.md): This article will break down the 'messages' functionality, how to navigate the messages tab, create conversations, and manage your messages.
- [How can I send a text via Joy?](https://support.thejoyapp.com/en/articles/10470510-how-can-i-send-a-text-via-joy.md): It’s really easy to send a text via Joy to your client. You need to click on the text bubble next to their name, compose the text and send.
- [How do I send an email via Joy?](https://support.thejoyapp.com/en/articles/10470551-how-do-i-send-an-email-via-joy.md): To send a email via Joy you need to click on the email bubble next to their name, select their email address, compose the email, and send.
- [How do I create an email or SMS template?](https://support.thejoyapp.com/en/articles/10470573-how-do-i-create-an-email-or-sms-template.md): Email and SMS templates help cut down time spent writing messages to your clients.
- [Can clients respond to my emails or texts?](https://support.thejoyapp.com/en/articles/10470600-can-clients-respond-to-my-emails-or-texts.md): Clients can respond to emails and texts. This page will help you to understand how this feature works.
- [What do clients see when you send them a reply link?](https://support.thejoyapp.com/en/articles/10470660-what-do-clients-see-when-you-send-them-a-reply-link.md): This article quickly walks you through what sending a reply link looks like on the client-side.
- [How do I see whether a client has responded?](https://support.thejoyapp.com/en/articles/10470663-how-do-i-see-whether-a-client-has-responded.md): To see if a client has responded to your message you just need to follow these simple steps.
- [How to use the Bulk Emailing Feature](https://support.thejoyapp.com/en/articles/10470679-how-to-use-the-bulk-emailing-feature.md): The bulk emailing feature means you can email multiple clients at once allowing you to streamline the process of communicating with clients.
- [How to use the new integrated calendar](https://support.thejoyapp.com/en/articles/11841495-how-to-use-the-new-integrated-calendar.md): The New Integrated calendar on Joy Case Management has been released. Find out how to use it!
- [Setting up my calendar with EMIS](https://support.thejoyapp.com/en/articles/10516237-setting-up-my-calendar-with-emis.md): This allows you to send appointments in Joy into the GP appointment book and import events scheduled inside EMIS appointment book into Joy.
- [Setting up my calendar with SystmOne](https://support.thejoyapp.com/en/articles/12802328-setting-up-my-calendar-with-systmone.md): How to setup SystmOne to integrate with the Joy Calendar
- [EMIS/JOY calendar setup](https://support.thejoyapp.com/en/articles/14595394-emis-joy-calendar-setup.md): Update settings in EMAS Manager to link to the Joy Calendar
- [Understanding the Calendar](https://support.thejoyapp.com/en/articles/10458221-understanding-the-calendar.md): This article walks you through how the calendar works, and the various features you can use!
- [How do I create a client appointment?](https://support.thejoyapp.com/en/articles/10458368-how-do-i-create-a-client-appointment.md): There are two ways to create an appointment Via the ‘Calendar’ tab or Via the ‘Client Records’ tab. The below guide walks you through how to do both.
- [How do I cancel an appointment?](https://support.thejoyapp.com/en/articles/10458387-how-do-i-cancel-an-appointment.md): If you would like to cancel an appointment in your calendar simply follow the steps in this help guide.
- [How do I reschedule a cancelled appointment?](https://support.thejoyapp.com/en/articles/10458400-how-do-i-reschedule-a-cancelled-appointment.md): This article will walk you through how to reschedule an appointment, in the event a client does not show up for their appointment.
- [How do I change a booking reminder?](https://support.thejoyapp.com/en/articles/10458116-how-do-i-change-a-booking-reminder.md): Please see the step-by-step guide below regarding changing a booking and updating a booking reminder!
- [How do I delete an appointment from my calendar?](https://support.thejoyapp.com/en/articles/10458344-how-do-i-delete-an-appointment-from-my-calendar.md): The calendar feature has been created for you to easily schedule your client appointments to better manage your capacity.
- [How do I manage appointment statuses?](https://support.thejoyapp.com/en/articles/10458424-how-do-i-manage-appointment-statuses.md): Here you can see how to manage appointments, marking them as attended, no show, or cancelled.
- [How do I view or edit my colleague’s calendar?](https://support.thejoyapp.com/en/articles/10458407-how-do-i-view-or-edit-my-colleague-s-calendar.md): Viewing or editing your colleague’s calendars is super helpful if they are away or sick.
- [How do I create a new task?](https://support.thejoyapp.com/en/articles/13250236-how-do-i-create-a-new-task.md): Creating a task is being done by an action. This guide will show you how to create a new task either through the client record or in the My Tasks feature.
- [How do I edit a task?](https://support.thejoyapp.com/en/articles/13250325-how-do-i-edit-a-task.md): After you have created a task it is possible to edit the task.
- [How do I find the actions that I need to do today and how do I mark them as done?](https://support.thejoyapp.com/en/articles/10469402-how-do-i-find-the-actions-that-i-need-to-do-today-and-how-do-i-mark-them-as-done.md): To find your actions to be done today, please follow this step-by-step guide below.
- [How do I delete a task?](https://support.thejoyapp.com/en/articles/13250347-how-do-i-delete-a-task.md)
- [How do I add a personal task?](https://support.thejoyapp.com/en/articles/10469397-how-do-i-add-a-personal-task.md): You can also use Joy CMS to keep track of personal tasks \(tasks not attached to a specific client\) so you can track everything in one place.
- [How can I retry sending information back to the Clinical Record, and check it is filing back?](https://support.thejoyapp.com/en/articles/10469668-how-can-i-retry-sending-information-back-to-the-clinical-record-and-check-it-is-filing-back.md): This guide shows you how to check if you have any data that is waiting to send back, and thus hasn't send back to the clinical record.
- [How to check if a staff member is connected to the clinical system](https://support.thejoyapp.com/en/articles/10469723-how-to-check-if-a-staff-member-is-connected-to-the-clinical-system.md): When a staff member's records are not filing properly, check their clinical system login is correct to ensure this isn't causing an issue.
- [How to connect new user to EMIS clinical system](https://support.thejoyapp.com/en/articles/10473762-how-to-connect-new-user-to-emis-clinical-system.md): This guide will show new users how to make sure they are connected to the clinical system, so they can send notes back.
- [What do notes look like inside the Clinical System?](https://support.thejoyapp.com/en/articles/10469743-what-do-notes-look-like-inside-the-clinical-system.md): When data is added to the clinical system via Joy, it will look slightly different than if you added them directly into the system.
- [Improving Joy Writebacks to SystmOne](https://support.thejoyapp.com/en/articles/11416903-improving-joy-writebacks-to-systmone.md): This guide explains how Joy filebacks work and how case management notes appear in SystmOne.
- [How to save a note back to the clinical system?](https://support.thejoyapp.com/en/articles/13262991-how-to-save-a-note-back-to-the-clinical-system.md): When you have written a note or received an email/text from a client, this guide will show you how to send this back to the clinical system
- [How do I add more services to my directory?](https://support.thejoyapp.com/en/articles/10469747-how-do-i-add-more-services-to-my-directory.md): Follow these steps to enter the service details, select or create a provider, and confirm the information.
- [How do I add a service on behalf of another organisation from the case management system?](https://support.thejoyapp.com/en/articles/10469786-how-do-i-add-a-service-on-behalf-of-another-organisation-from-the-case-management-system.md): Sometimes you might need to add in services for another organisation to get them on the Joy system. This guide will show you how!
- [How do I signpost a service to a client on the ‘Services’ tab?](https://support.thejoyapp.com/en/articles/10469804-how-do-i-signpost-a-service-to-a-client-on-the-services-tab.md): Joy has a range of places you can signpost from, if you would like to use the services tab, simply follow this guide!
- [How to invite services to the Marketplace](https://support.thejoyapp.com/en/articles/10872660-how-to-invite-services-to-the-marketplace.md): This guide lays out how to invite services onto the Marketplace.
- [How to make onward referrals of patients on the Joy Marketplace](https://support.thejoyapp.com/en/articles/11059082-how-to-make-onward-referrals-of-patients-on-the-joy-marketplace.md)
- [How do I find the link to my listing \(from the Marketplace and from within the Case Management Software\)?](https://support.thejoyapp.com/en/articles/10486184-how-do-i-find-the-link-to-my-listing-from-the-marketplace-and-from-within-the-case-management-software.md): This article outlines the three ways you can find the link to your listing from within the marketplace.
- [How do I refer into my own service?](https://support.thejoyapp.com/en/articles/10727899-how-do-i-refer-into-my-own-service.md): This article and video walks you through how to refer into your own case management software.
- [How to add a new staff member](https://support.thejoyapp.com/en/articles/10457906-how-to-add-a-new-staff-member.md): To add a new staff member to your organisation, simply follow this guide!
- [How do I claim my account?](https://support.thejoyapp.com/en/articles/10457735-how-do-i-claim-my-account.md): This article walks you through how to claim your Joy account provided it has already been set up.
- [How to suspend \(and re-activate\) a user in your organisation](https://support.thejoyapp.com/en/articles/10457897-how-to-suspend-and-re-activate-a-user-in-your-organisation.md): Follow these steps if you would like to suspend a user in your organisation, this is helpful if you no longer want them to have Joy access.
- [Access permissions for role types on Joy](https://support.thejoyapp.com/en/articles/10457122-access-permissions-for-role-types-on-joy.md): This page will show you how to edit permissions within your organization, this gives them varying levels of power to change and edit.
- [Personalise Email and SMS Signature](https://support.thejoyapp.com/en/articles/10457845-personalise-email-and-sms-signature.md): Users can edit their email and SMS signatures and all their emails/texts to clients will have that custom signature by default!
- [How do I add my job title?](https://support.thejoyapp.com/en/articles/10457925-how-do-i-add-my-job-title.md): Add your job title so it will be added to the signature of the emails and texts that you send to clients.
- [How to edit your email address](https://support.thejoyapp.com/en/articles/10457891-how-to-edit-your-email-address.md): Follow these steps if you would like to edit your email address on Joy!
- [How to add your SystemOne username](https://support.thejoyapp.com/en/articles/10457462-how-to-add-your-systemone-username.md): This article will take you through how to add your SystmOne username on Joy.
- [How do I update my organisation name and SMS display name?](https://support.thejoyapp.com/en/articles/10457857-how-do-i-update-my-organisation-name-and-sms-display-name.md): If you would like to change the name of your organisation or the name of your SMS display name this guide will show you how.
- [How do I turn on multi-factor authentication?](https://support.thejoyapp.com/en/articles/10457886-how-do-i-turn-on-multi-factor-authentication.md): As an added layer of security you can add multi-factor authentication \(MFA\) to the Joy CMS!
- [How to use the automation feature](https://support.thejoyapp.com/en/articles/10457086-how-to-use-the-automation-feature.md): This knowledge base article will take you through how to use the automation tool on the Joy platform.
- [How to Access and Export Audit Logs](https://support.thejoyapp.com/en/articles/12530720-how-to-access-and-export-audit-logs.md): How to check which staff members were on a client profile
- [How do I enable the Wellbeing Frameworks?](https://support.thejoyapp.com/en/articles/10470248-how-do-i-enable-the-wellbeing-frameworks.md): How to activate wellbeing frameworks to use with the clients?
- [How do I add a new custom wellbeing framework?](https://support.thejoyapp.com/en/articles/10469885-how-do-i-add-a-new-custom-wellbeing-framework.md): If you would like to create a custom wellbeing framework for your organisation you can follow these steps!
- [How do I navigate Joy as a Master User?](https://support.thejoyapp.com/en/articles/10473692-how-do-i-navigate-joy-as-a-master-user.md): This guide walks you through how to navigate the case management system as a user who has access to multiple organisations.
- [Notification Centre](https://support.thejoyapp.com/en/articles/10473577-notification-centre.md): This article will explain the different types of notifications that can be received in the Case Management System via the bell icon.
- [How do I add a Tag in Client Cases](https://support.thejoyapp.com/en/articles/10822185-how-do-i-add-a-tag-in-client-cases.md): This guide walks through how to add a Tag to a client record in the new Client Cases functionality.
- [Problems logging in to Case Management System](https://support.thejoyapp.com/en/articles/10473980-problems-logging-in-to-case-management-system.md): If you are having issues logging in please follow the steps below.
- [Why aren't my notes sending to SystmOne?](https://support.thejoyapp.com/en/articles/10807644-why-aren-t-my-notes-sending-to-systmone.md): This article walks you through what to do if your notes are not sending back to SystmOne.
- [Why aren't my notes sending to EMIS?](https://support.thejoyapp.com/en/articles/10474161-why-aren-t-my-notes-sending-to-emis.md): This article walks you through common errors surrounding sending files back to EMIS.
- [Checking EMIS user's access for the Joy Integration](https://support.thejoyapp.com/en/articles/10475391-checking-emis-user-s-access-for-the-joy-integration.md): If there is a connection error between EMIS and Joy, this guide will be sent to the practice manager to update the connection.
- [JoyConnect users: Why aren't my notes sending to SystmOne?](https://support.thejoyapp.com/en/articles/15378042-joyconnect-users-why-aren-t-my-notes-sending-to-systmone.md): This article walks you through what to do if your notes are not sending back to SystmOne if you are using the JoyConnect Widget.

## Dashboard

- [📋 Caseload Tab](https://support.thejoyapp.com/en/articles/11092536-caseload-tab.md): This article outlines the meanings behind the cards on the caseload tab.
- [📥 Inbound Referrals Tab](https://support.thejoyapp.com/en/articles/11092718-inbound-referrals-tab.md): This article walks you through the inbound referrals tab on the dashboard.
- [😊 Clients Tab](https://support.thejoyapp.com/en/articles/11093322-clients-tab.md)
- [↪️ Outcomes Tab](https://support.thejoyapp.com/en/articles/11093403-outcomes-tab.md): This article outlines the outcomes tab on the dashboard.
- [🤸 Activity Tab](https://support.thejoyapp.com/en/articles/11093255-activity-tab.md): This article walks you through the activity tab on the dashboard.
- [📅 Appointments Tab](https://support.thejoyapp.com/en/articles/11093135-appointments-tab.md): This article walks you through the appointments tab on the dashboard.
- [🏠 Services Tab](https://support.thejoyapp.com/en/articles/11092861-services-tab.md): This article walks through the 'Services' tab on the dashboard.

## WorkWell

- [How to fill in the WorkWell tracker](https://support.thejoyapp.com/en/articles/16441018-how-to-fill-in-the-workwell-tracker.md)
- [WorkWell Re-Referrals Guide](https://support.thejoyapp.com/en/articles/13050356-workwell-re-referrals-guide.md): How to create a new WorkWell tracker for a client that has been referred a second time.

## Marketplace

- [How to report a listing](https://support.thejoyapp.com/en/articles/10469759-how-to-report-a-listing.md): On the marketplace, if you would like to report a listing for any reason you are able to do so by following this guide.
- [How to reduce inappropriate referrals?](https://support.thejoyapp.com/en/articles/10473498-how-to-reduce-inappropriate-referrals.md): In this guide, there are some tips for how to minimise the number of inappropriate referrals being sent to your organisation.
- [Welcome to the Joy Marketplace!](https://support.thejoyapp.com/en/articles/10476506-welcome-to-the-joy-marketplace.md): Welcome to Joy Marketplace, this video will walk you through the marketplace!
- [How to set up your organisation on the Joy Marketplace](https://support.thejoyapp.com/en/articles/10476524-how-to-set-up-your-organisation-on-the-joy-marketplace.md): Here is a first-steps guide on how to get started on the Joy marketplace.
- [How do I add a listing to Joy?](https://support.thejoyapp.com/en/articles/10476532-how-do-i-add-a-listing-to-joy.md): If you would like to add a service to Joy, follow this step-by-step guide and video below.
- [Review/edit your listing on the Joy Marketplace](https://support.thejoyapp.com/en/articles/10476582-review-edit-your-listing-on-the-joy-marketplace.md): If you find you’d like to make changes to your listing please follow these steps below.
- [How to manage your referral pathway - how you receive referrals](https://support.thejoyapp.com/en/articles/10476603-how-to-manage-your-referral-pathway-how-you-receive-referrals.md): This page will describe the referral pathway options so you can decide what will work best for you.
- [How to add custom questions to your referral form](https://support.thejoyapp.com/en/articles/10476658-how-to-add-custom-questions-to-your-referral-form.md): Please follow the step-by-step guide below to add new custom questions to your referral form.
- [How to change a listing owner's email](https://support.thejoyapp.com/en/articles/10476670-how-to-change-a-listing-owner-s-email.md): If you need to change your listing owner simply follow this guide.
- [How do I edit my referral form?](https://support.thejoyapp.com/en/articles/10476681-how-do-i-edit-my-referral-form.md): Follow this written and video guide to editing your referral form, which allows you to choose what information you receive in a referral.
- [How to find and understand your data dashboard](https://support.thejoyapp.com/en/articles/10476705-how-to-find-and-understand-your-data-dashboard.md): Once you have started to accept referrals, your data dashboard will start to fill up with information about your referrals.
- [Add a colleague to your organisation](https://support.thejoyapp.com/en/articles/10476722-add-a-colleague-to-your-organisation.md): Follow the steps below to add a new user to your organisation on the Joy Marketplace.
- [How to reset your password](https://support.thejoyapp.com/en/articles/10476762-how-to-reset-your-password.md): If you need to reset your password for any reason, please follow the steps outlined below.
- [How to use the Joy Marketplace to onward refer](https://support.thejoyapp.com/en/articles/10476806-how-to-use-the-joy-marketplace-to-onward-refer.md): This guide will take you through the steps of signing up to Joy as an organisation to then make and manage onward referrals to services.
- [How do I find the link to my listing from the Marketplace?](https://support.thejoyapp.com/en/articles/10486269-how-do-i-find-the-link-to-my-listing-from-the-marketplace.md): This article outlines how you can find your listing from the marketplace.
- [How to claim your Joy marketplace account](https://support.thejoyapp.com/en/articles/10486288-how-to-claim-your-joy-marketplace-account.md): A quick guide for services that are already listed on the marketplace as signpost only.
- [What does it look like when a service provider messages a referrer?](https://support.thejoyapp.com/en/articles/10486316-what-does-it-look-like-when-a-service-provider-messages-a-referrer.md): Service providers can message the referrer \(and vice versa\), the messages will look like those shown below.
- [What does it look like when someone declines a referral?](https://support.thejoyapp.com/en/articles/10486327-what-does-it-look-like-when-someone-declines-a-referral.md): The guide below will show you what is looks like when a service provider declines a referral on the Marketplace.
- [What does it look like when someone accepts a Marketplace referral?](https://support.thejoyapp.com/en/articles/10486553-what-does-it-look-like-when-someone-accepts-a-marketplace-referral.md): What the service provider and the referrer each see when a Joy Marketplace referral is accepted, including the email the referrer receives. JoyConnect sends no referral notifications.
- [How to respond to a referral sent on the Joy Marketplace via email](https://support.thejoyapp.com/en/articles/10490668-how-to-respond-to-a-referral-sent-on-the-joy-marketplace-via-email.md): Please see this guide if you would like to know how to respond to a referral received on Joy via email.
- [How do I close \(and reopen\) my listing?](https://support.thejoyapp.com/en/articles/10491376-how-do-i-close-and-reopen-my-listing.md): If you find you’d like to close your listing temporarily, as you’re at capacity, please follow these steps.
- [How to update your service access criteria on the Joy Marketplace](https://support.thejoyapp.com/en/articles/10491417-how-to-update-your-service-access-criteria-on-the-joy-marketplace.md): This article will walk you through how you can update the service access criteria that will show on the top of your service referral form.
- [How to accept an inbound referral on the Joy Marketplace via the Marketplace](https://support.thejoyapp.com/en/articles/10491449-how-to-accept-an-inbound-referral-on-the-joy-marketplace-via-the-marketplace.md): Follow this guide to find out how to accept a referral that has been sent to a service provided by your organisation.
- [How do I join the monthly marketplace webinar?](https://support.thejoyapp.com/en/articles/10521469-how-do-i-join-the-monthly-marketplace-webinar.md): We hold monthly webinars for the marketplace to walk you through, how to create and manage listings and referrals.
- [How to use the Joy Marketplace as an Individual and Make a Self-Referral](https://support.thejoyapp.com/en/articles/10545312-how-to-use-the-joy-marketplace-as-an-individual-and-make-a-self-referral.md): This article walks you through how to use the marketplace as an individual, and how to make a self-referral to a service.
- [How do I message someone on the Joy Marketplace?](https://support.thejoyapp.com/en/articles/10711866-how-do-i-message-someone-on-the-joy-marketplace.md): This guide walks you through how to respond to messages on the Joy Marketplace.
- [Best Practices for Creating a Good Listing](https://support.thejoyapp.com/en/articles/10855361-best-practices-for-creating-a-good-listing.md): This article walks you through how to make an appealing listing for the marketplace.
- [Welcome to Joy Marketplace - If your service is already on the Marketplace](https://support.thejoyapp.com/en/articles/10871872-welcome-to-joy-marketplace-if-your-service-is-already-on-the-marketplace.md): This article welcomes you to the marketplace if your service has already been added!

## Insights Dashboard

- [Outcomes](https://support.thejoyapp.com/en/articles/15165173-outcomes.md): In the outcomes tab there are different cards that calculate the Wellbeing of patients that is drawn from any wellbeing frameworks that have been filled in.

## Product Improvements & Updates

- [Bug fixes - November](https://support.thejoyapp.com/en/articles/12752099-bug-fixes-november.md): Here is a list of all bug fixes we have released in November
- [Case Management System Upgrade Nov 2025](https://support.thejoyapp.com/en/articles/12569022-case-management-system-upgrade-nov-2025.md): The Case Management System is being upgraded on 3rd November 2025.
- [New Joy Features and Bug Fixes 27/09/2025](https://support.thejoyapp.com/en/articles/12068060-new-joy-features-and-bug-fixes-27-09-2025.md): New Joy Features and Bug Fixes 27/09/2025
- [Product improvements and updates 26/05/2026](https://support.thejoyapp.com/en/articles/15259407-product-improvements-and-updates-26-05-2026.md): Some of the features in the Case Management system has been updated.
- [Joy Marketplace improvements and updates 17/07/2026](https://support.thejoyapp.com/en/articles/15971634-joy-marketplace-improvements-and-updates-17-07-2026.md): Some of the features in the Joy Marketplace have been updated.

## Joy GP App - Joy Heart

- [How to transfer a patient from EMIS to Joy using caseload transfer](https://support.thejoyapp.com/en/articles/10476939-how-to-transfer-a-patient-from-emis-to-joy-using-caseload-transfer.md): Please follow this guide if you'd like to transfer your patients from EMIS onto Joy using the caseload transfer function of the Joy GP App.
- [How to use Joy GP App within EMIS](https://support.thejoyapp.com/en/articles/10477027-how-to-use-joy-gp-app-within-emis.md): Please find a quick training guide on how to use Joy within EMIS.
- [How to transfer a patient from SystmOne to Joy using caseload transfer on the Joy GP App](https://support.thejoyapp.com/en/articles/10477244-how-to-transfer-a-patient-from-systmone-to-joy-using-caseload-transfer-on-the-joy-gp-app.md): Please follow this guide if you'd like to transfer your patients from SystmOne onto Joy using the caseload transfer function.
- [How to use Joy Heart within SystmOne](https://support.thejoyapp.com/en/articles/10477270-how-to-use-joy-heart-within-systmone.md): Please find a quick training guide on how to use Joy within SystmOne.
- [Creating the GP App in SystmOne](https://support.thejoyapp.com/en/articles/12752165-creating-the-gp-app-in-systmone.md): How to create the Joy Hearth in SystmOne

## JoyConnect Universal

- [IT Team remote deploy - installing JoyConnect Universal](https://support.thejoyapp.com/en/articles/10484857-it-team-remote-deploy-installing-joyconnect-universal.md): Please follow this guide if you are a central IT Manager rolling out the installation of JoyConnect Universal
- [Interested in Joy Connect Universal?](https://support.thejoyapp.com/en/articles/10545427-interested-in-joy-connect-universal.md): If you are interested in Joy Connect Universal.
- [Installing JoyConnect Universal](https://support.thejoyapp.com/en/articles/11484251-installing-joyconnect-universal.md): This is your comprehensive guide to installing JoyConnect universal.
- [How do I send a referral on JoyConnect Universal?](https://support.thejoyapp.com/en/articles/12186938-how-do-i-send-a-referral-on-joyconnect-universal.md): Follow these steps to send a referral using JoyConnect Universal.

## Joy Error Messages

- [Error Message 1 - Connection error due to time expiration](https://support.thejoyapp.com/en/articles/10490259-error-message-1-connection-error-due-to-time-expiration.md): This article will walk you through what this error looks like, and how to fix it based on potential issues you could be encountering.
- [Error Message 2 - Device ID has been refused connection by the SystmOne user](https://support.thejoyapp.com/en/articles/10490201-error-message-2-device-id-has-been-refused-connection-by-the-systmone-user.md): This article outlines what to do if you receive this error message and how to fix it.
- [Error Message 3 - User not Found/Unknown username](https://support.thejoyapp.com/en/articles/10490158-error-message-3-user-not-found-unknown-username.md): This article shows you what a file back error looks like and why it could be potentially happening.
- [Error Message 4 - No patient/no entries found](https://support.thejoyapp.com/en/articles/10490133-error-message-4-no-patient-no-entries-found.md): This article will show you how to fix this error message, should it appear.
- [Error Message 5 - Unable to open patient record](https://support.thejoyapp.com/en/articles/10490128-error-message-5-unable-to-open-patient-record.md): This article will walk you through what this error message looks like, why it is happening, and how to resolve it.
- [Error Message 6 - Unable to add data to patient records](https://support.thejoyapp.com/en/articles/10489978-error-message-6-unable-to-add-data-to-patient-records.md): This article will walk you through what this error message looks like, and how to resolve it.
- [Error Message 9 - The patient record is currently opened by another user](https://support.thejoyapp.com/en/articles/10489944-error-message-9-the-patient-record-is-currently-opened-by-another-user.md): This error only happens when you’re adding to a patient’s medical record.
- [Error Message: Access Denied](https://support.thejoyapp.com/en/articles/10489897-error-message-access-denied.md): This error message arises out of an EMIS connection error, this usually means that the NACS code is incorrect.
- [Error Message: User not found](https://support.thejoyapp.com/en/articles/10489917-error-message-user-not-found.md): This error message usually arises from an EMIS set-up error, this means that the credentials stored to open the Joy Portal are incorrect.
- [Fileback Statistics](https://support.thejoyapp.com/en/articles/13914590-fileback-statistics.md): This guide explains what the data in the Fileback Statistics tab means. It shows all your failed and successful notes that have filed back and the reasons why this is.

## Resources

- [Data Protection and Governance](https://support.thejoyapp.com/en/articles/10473938-data-protection-and-governance.md): Overview of Information Governance and Security at Joy
- [Navigating the client portal](https://support.thejoyapp.com/en/articles/13464031-navigating-the-client-portal.md): This guide shows you how to navigate the client portal where all your queries to support will show and any escalated tickets statuses
- [How can I get help?](https://support.thejoyapp.com/en/articles/10489811-how-can-i-get-help.md): What to do if you cannot find what you are looking for.

## News

- [Joy 2024 Wrapped](https://support.thejoyapp.com/en/articles/10306807-joy-2024-wrapped.md)
- [Joy Wrapped - April '25 Edition 🥳](https://support.thejoyapp.com/en/articles/11059435-joy-wrapped-april-25-edition.md): This is the digital version of our Joy Wrapped Newsletter which allows you to keep in the loop on all things Joy.
- [Joy Newsletter - May/June '25 Edition 📰](https://support.thejoyapp.com/en/articles/11550400-joy-newsletter-may-june-25-edition.md): This is the May/June Newsletter.
- [Meet the JoyBroker: A New Dawn for SystmOne Filebacks](https://support.thejoyapp.com/en/articles/14134011-meet-the-joybroker-a-new-dawn-for-systmone-filebacks.md): The new way of notes filing back to SystmOne if you have JoyConnect installed in the practices

## FAQ's

- [Why is my JoyConnect not appearing?](https://support.thejoyapp.com/en/articles/13409523-why-is-my-joyconnect-not-appearing.md): This guide shows you the steps on how to troubleshoot when you are opening EMIS or SystmOne and the JoyConnect icon/widget does not appear on your screen to make a referral.

## Cases 2.0 - Coming soon

- [Set up your job title and signature](https://support.thejoyapp.com/en/articles/16414095-set-up-your-job-title-and-signature.md): A step by step guide on how to setup your job title and signature for when you are sending messages to clients.
- [Finding a client from anywhere with the header search](https://support.thejoyapp.com/en/articles/16600726-finding-a-client-from-anywhere-with-the-header-search.md)
- [Switching between Light and Dark appearance](https://support.thejoyapp.com/en/articles/16600728-switching-between-light-and-dark-appearance.md)
- [Using Case Management on a phone or tablet](https://support.thejoyapp.com/en/articles/16600729-using-case-management-on-a-phone-or-tablet.md)
- [Sending feedback to the Joy team from inside the app](https://support.thejoyapp.com/en/articles/16600731-sending-feedback-to-the-joy-team-from-inside-the-app.md)
- [Multi-Factor Authentication \(MFA\) — Setup Guide](https://support.thejoyapp.com/en/articles/16415618-multi-factor-authentication-mfa-setup-guide.md)
- [How do I update my organisation details and SMS display name?](https://support.thejoyapp.com/en/articles/16511945-how-do-i-update-my-organisation-details-and-sms-display-name.md): If you would like to change the name of your organisation or the name of your SMS display name this guide will show you how.
- [Access permissions for role types on Joy](https://support.thejoyapp.com/en/articles/16515232-access-permissions-for-role-types-on-joy.md)
- [How to change a users role](https://support.thejoyapp.com/en/articles/16515337-how-to-change-a-users-role.md): How to change a team member's role \(Owner, Admin, User\) from the My Organisation page.
- [How to add a new staff member](https://support.thejoyapp.com/en/articles/16522462-how-to-add-a-new-staff-member.md): To add a new staff member to your organisation, simply follow this guide!
- [How to suspend \(and re-activate\) a user in your organisation](https://support.thejoyapp.com/en/articles/16522476-how-to-suspend-and-re-activate-a-user-in-your-organisation.md): Follow these steps if you would like to suspend a user in your organisation, this is helpful if you no longer want them to have Joy access.
- [Inbound referrals — overview](https://support.thejoyapp.com/en/articles/16441209-inbound-referrals-overview.md): The Inbound referrals hero panel with the four tabs visible and the "Record referral" button in the top-right corner.
- [How to accept a new referral](https://support.thejoyapp.com/en/articles/16441685-how-to-accept-a-new-referral.md)
- [How to Accept a Re‑Referral](https://support.thejoyapp.com/en/articles/16441743-how-to-accept-a-re-referral.md)
- [Adding a Patient to the Triage Queue and Allocating Them to a Caseload](https://support.thejoyapp.com/en/articles/16441752-adding-a-patient-to-the-triage-queue-and-allocating-them-to-a-caseload.md)
- [Checking how a referral was handled](https://support.thejoyapp.com/en/articles/16498170-checking-how-a-referral-was-handled.md)
- [Changing a referral's outcome](https://support.thejoyapp.com/en/articles/16498526-changing-a-referral-s-outcome.md)
- [How to hide a client, a case or your whole caseload \(caseload privacy\)](https://support.thejoyapp.com/en/articles/16596056-how-to-hide-a-client-a-case-or-your-whole-caseload-caseload-privacy.md)
- [How to assign a client to yourself or a colleague](https://support.thejoyapp.com/en/articles/16596289-how-to-assign-a-client-to-yourself-or-a-colleague.md)
- [How to add a client manually](https://support.thejoyapp.com/en/articles/16596634-how-to-add-a-client-manually.md)
- [How to autofill a client's details from the Spine \(NHS PDS\)](https://support.thejoyapp.com/en/articles/16596635-how-to-autofill-a-client-s-details-from-the-spine-nhs-pds.md)
- [How to update a client's details in their profile](https://support.thejoyapp.com/en/articles/16596636-how-to-update-a-client-s-details-in-their-profile.md)
- [Managing clients on the 'My clients' page](https://support.thejoyapp.com/en/articles/16556139-managing-clients-on-the-my-clients-page.md): This guide will walk you through the various features and functionalities available on the My Clients page, helping you make the most of it.
- [How to merge client profiles](https://support.thejoyapp.com/en/articles/16556197-how-to-merge-client-profiles.md): If you have multiple of any clients or need to merge profiles for any reason, follow the instructions below.
- [How do I filter my client list by status?](https://support.thejoyapp.com/en/articles/16592936-how-do-i-filter-my-client-list-by-status.md): This guide will show you how to filter your client list by client status, and shows you how to clear that filter.
- [How do I export Clients from Joy?](https://support.thejoyapp.com/en/articles/16592951-how-do-i-export-clients-from-joy.md): The following guide will walk you through how to successfully export clients from Joy and how to choose which clients you want to export!
- [How to read the Client Overview screen](https://support.thejoyapp.com/en/articles/16596622-how-to-read-the-client-overview-screen.md)
- [How to find a client's Joy ID number](https://support.thejoyapp.com/en/articles/16596623-how-to-find-a-client-s-joy-id-number.md)
- [How to add a safeguarding note](https://support.thejoyapp.com/en/articles/16596624-how-to-add-a-safeguarding-note.md)
- [How to view a client's medical record](https://support.thejoyapp.com/en/articles/16596625-how-to-view-a-client-s-medical-record.md)
- [How to refer a client to a service](https://support.thejoyapp.com/en/articles/10469814-how-to-refer-a-client-to-a-service.md): Refer a client from their Case Management profile, choose a suitable service, complete its form, and check the referral was recorded.
- [How to signpost a client from their Services tab](https://support.thejoyapp.com/en/articles/16596849-how-to-signpost-a-client-from-their-services-tab.md)
- [How to log a referral that already happened](https://support.thejoyapp.com/en/articles/16596850-how-to-log-a-referral-that-already-happened.md)
- [How to log a signpost that already happened](https://support.thejoyapp.com/en/articles/16596851-how-to-log-a-signpost-that-already-happened.md)
- [How to manage a client's linked services](https://support.thejoyapp.com/en/articles/16596852-how-to-manage-a-client-s-linked-services.md)
- [What the Cases tab shows you](https://support.thejoyapp.com/en/articles/16596680-what-the-cases-tab-shows-you.md)
- [How to view a case in detail](https://support.thejoyapp.com/en/articles/16596681-how-to-view-a-case-in-detail.md)
- [How to add records from inside a case](https://support.thejoyapp.com/en/articles/16596682-how-to-add-records-from-inside-a-case.md)
- [How to change a case's status](https://support.thejoyapp.com/en/articles/16600421-how-to-change-a-case-s-status.md)
- [How to discharge a client](https://support.thejoyapp.com/en/articles/16600422-how-to-discharge-a-client.md)
- [What the Client record tab shows you](https://support.thejoyapp.com/en/articles/16596671-what-the-client-record-tab-shows-you.md)
- [How to view a record](https://support.thejoyapp.com/en/articles/16596672-how-to-view-a-record.md)
- [How to create a record](https://support.thejoyapp.com/en/articles/16596673-how-to-create-a-record.md)
- [How to record a consultation](https://support.thejoyapp.com/en/articles/16600413-how-to-record-a-consultation.md)
- [How to create and use record templates](https://support.thejoyapp.com/en/articles/16600414-how-to-create-and-use-record-templates.md)
- [How to attach a document to a record, note or consultation](https://support.thejoyapp.com/en/articles/16600415-how-to-attach-a-document-to-a-record-note-or-consultation.md)
- [How to add a clinical code to something sent to the GP record](https://support.thejoyapp.com/en/articles/16600420-how-to-add-a-clinical-code-to-something-sent-to-the-gp-record.md)
- ["Log this referral or signpost?" — the prompt that appears when you save](https://support.thejoyapp.com/en/articles/16600719-log-this-referral-or-signpost-the-prompt-that-appears-when-you-save.md)
- [What the Outreach tab shows you](https://support.thejoyapp.com/en/articles/16596794-what-the-outreach-tab-shows-you.md)
- [How to send a message to a client](https://support.thejoyapp.com/en/articles/16596795-how-to-send-a-message-to-a-client.md)
- [Understanding "How this person engages"](https://support.thejoyapp.com/en/articles/16596796-understanding-how-this-person-engages.md)
- [How to edit, delete or resend a logged message](https://support.thejoyapp.com/en/articles/16596797-how-to-edit-delete-or-resend-a-logged-message.md)
- [How to save a message to the clinical record](https://support.thejoyapp.com/en/articles/16596798-how-to-save-a-message-to-the-clinical-record.md)
- [When you can't send a message, or a message fails](https://support.thejoyapp.com/en/articles/16596800-when-you-can-t-send-a-message-or-a-message-fails.md)
- [How to attach a document to a message](https://support.thejoyapp.com/en/articles/16600717-how-to-attach-a-document-to-a-message.md)
- [What the Wellbeing tab shows you](https://support.thejoyapp.com/en/articles/16596817-what-the-wellbeing-tab-shows-you.md)
- [How to record a wellbeing tracker in person](https://support.thejoyapp.com/en/articles/16596818-how-to-record-a-wellbeing-tracker-in-person.md)
- [How to send a wellbeing tracker to a client](https://support.thejoyapp.com/en/articles/16596819-how-to-send-a-wellbeing-tracker-to-a-client.md)
- [How to add a follow-up and see a client's progress](https://support.thejoyapp.com/en/articles/16596820-how-to-add-a-follow-up-and-see-a-client-s-progress.md)
- [How to track a client's concerns](https://support.thejoyapp.com/en/articles/16596821-how-to-track-a-client-s-concerns.md)
- [How to file a wellbeing result to the clinical record](https://support.thejoyapp.com/en/articles/16596822-how-to-file-a-wellbeing-result-to-the-clinical-record.md)
- [WorkWell trackers in a client's case](https://support.thejoyapp.com/en/articles/16600722-workwell-trackers-in-a-client-s-case.md)
- [Youth Guarantee Trailblazer trackers](https://support.thejoyapp.com/en/articles/16600725-youth-guarantee-trailblazer-trackers.md)
- [How to create a task linked to a client](https://support.thejoyapp.com/en/articles/16527100-how-to-create-a-task-linked-to-a-client.md)
- [How to mark a task as done](https://support.thejoyapp.com/en/articles/16529099-how-to-mark-a-task-as-done.md)
- [How to create a new personal task](https://support.thejoyapp.com/en/articles/16527001-how-to-create-a-new-personal-task.md)
- [How to edit or delete a task](https://support.thejoyapp.com/en/articles/16527009-how-to-edit-or-delete-a-task.md)
- [How to create or delete a tag](https://support.thejoyapp.com/en/articles/10546422-how-to-create-or-delete-a-tag.md): Create or permanently delete organisation tags.
- [How to add a tag to a client case](https://support.thejoyapp.com/en/articles/16529109-how-to-add-a-tag-to-a-client-case.md)
- [How to signpost a client to a service](https://support.thejoyapp.com/en/articles/16529590-how-to-signpost-a-client-to-a-service.md): Send a client information about one or more community services from the Case Management Services directory.
- [How to refer a client from the Services directory](https://support.thejoyapp.com/en/articles/16539117-how-to-refer-a-client-from-the-services-directory.md)
- [How to add a service to your directory](https://support.thejoyapp.com/en/articles/16600432-how-to-add-a-service-to-your-directory.md)
- [How to refer a client into your own service](https://support.thejoyapp.com/en/articles/16600433-how-to-refer-a-client-into-your-own-service.md)
- [How to find the link to your service listing](https://support.thejoyapp.com/en/articles/16600435-how-to-find-the-link-to-your-service-listing.md)
- [What to do when a service is not on Joy yet](https://support.thejoyapp.com/en/articles/16600436-what-to-do-when-a-service-is-not-on-joy-yet.md)
- [What to do when a referral has had no response](https://support.thejoyapp.com/en/articles/16600438-what-to-do-when-a-referral-has-had-no-response.md)
- [How to use the Services directory and save a service](https://support.thejoyapp.com/en/articles/10469850-how-to-use-the-services-directory-and-save-a-service.md): Find shared services, save a personal shortlist, and understand the Services directory views.
- [How to view a service in Case Management](https://support.thejoyapp.com/en/articles/10469845-how-to-view-a-service-in-case-management.md): Explore the full range of services your organisation is referring to by visiting the 'Services' tab!
- [The Clinical Systems queue: has my note reached the GP record?](https://support.thejoyapp.com/en/articles/16600423-the-clinical-systems-queue-has-my-note-reached-the-gp-record.md)
- [How to retry something that did not reach the clinical record](https://support.thejoyapp.com/en/articles/16600424-how-to-retry-something-that-did-not-reach-the-clinical-record.md)
- [How to check whether you or a colleague is connected to the clinical system](https://support.thejoyapp.com/en/articles/16600426-how-to-check-whether-you-or-a-colleague-is-connected-to-the-clinical-system.md)
- [What a Joy note looks like inside the clinical system](https://support.thejoyapp.com/en/articles/16600431-what-a-joy-note-looks-like-inside-the-clinical-system.md)
- [How to connect new user to EMIS clinical system](https://support.thejoyapp.com/en/articles/16540222-how-to-connect-new-user-to-emis-clinical-system.md): This guide will show new users how to make sure they are connected to the clinical system, so they can send notes back.
- [How to turn on your EMIS appointment book](https://support.thejoyapp.com/en/articles/16540259-how-to-turn-on-your-emis-appointment-book.md): This guide will show you how to easily turn on your EMIS appointment book within Joy.
- [How to add your SystemOne username](https://support.thejoyapp.com/en/articles/16540465-how-to-add-your-systemone-username.md): This article will take you through how to add your SystmOne username on Joy.
- [How to use Households](https://support.thejoyapp.com/en/articles/16596050-how-to-use-households.md)
- [Forms: an overview](https://support.thejoyapp.com/en/articles/16596069-forms-an-overview.md)
- [Create a form from scratch, or upload one](https://support.thejoyapp.com/en/articles/16596070-create-a-form-from-scratch-or-upload-one.md)
- [Complete a form or send it to a client](https://support.thejoyapp.com/en/articles/16596071-complete-a-form-or-send-it-to-a-client.md)
- [Find, filter, sort and pin lists](https://support.thejoyapp.com/en/articles/16600405-find-filter-sort-and-pin-lists.md)
- [How to add clients to a list](https://support.thejoyapp.com/en/articles/16600410-how-to-add-clients-to-a-list.md)
- [How tags work on a list and its clients](https://support.thejoyapp.com/en/articles/16600411-how-tags-work-on-a-list-and-its-clients.md)
- [How to create records for everyone on a list](https://support.thejoyapp.com/en/articles/16600412-how-to-create-records-for-everyone-on-a-list.md)
- [Create, edit, archive or restore a list](https://support.thejoyapp.com/en/articles/16819652-create-edit-archive-or-restore-a-list.md)
- [Understand and filter list members](https://support.thejoyapp.com/en/articles/16819653-understand-and-filter-list-members.md)
- [Send a bulk WhatsApp message from a list](https://support.thejoyapp.com/en/articles/16819654-send-a-bulk-whatsapp-message-from-a-list.md)
- [Send a bulk email from a list](https://support.thejoyapp.com/en/articles/16600403-send-a-bulk-email-from-a-list.md)
- [The Messages inbox: an overview](https://support.thejoyapp.com/en/articles/16600399-the-messages-inbox-an-overview.md)
- [How to reply to a client and tidy your inbox](https://support.thejoyapp.com/en/articles/16600401-how-to-reply-to-a-client-and-tidy-your-inbox.md)
- [What clients see, and how they reply to you](https://support.thejoyapp.com/en/articles/16600402-what-clients-see-and-how-they-reply-to-you.md)
- [Choosing a channel: SMS, WhatsApp or email](https://support.thejoyapp.com/en/articles/16600713-choosing-a-channel-sms-whatsapp-or-email.md)
- [Sending a WhatsApp message, and what the 24-hour rule means](https://support.thejoyapp.com/en/articles/16600715-sending-a-whatsapp-message-and-what-the-24-hour-rule-means.md)
- [Setting your out-of-office auto-reply](https://support.thejoyapp.com/en/articles/16600716-setting-your-out-of-office-auto-reply.md)
- [How to create and use a message template](https://support.thejoyapp.com/en/articles/16600404-how-to-create-and-use-a-message-template.md)
- [Understanding the Calendar](https://support.thejoyapp.com/en/articles/16600382-understanding-the-calendar.md)
- [How to create a client appointment](https://support.thejoyapp.com/en/articles/16600383-how-to-create-a-client-appointment.md)
- [How to reschedule, cancel or delete an appointment](https://support.thejoyapp.com/en/articles/16600389-how-to-reschedule-cancel-or-delete-an-appointment.md)
- [How to manage appointment statuses](https://support.thejoyapp.com/en/articles/16600390-how-to-manage-appointment-statuses.md)
- [Booking confirmations and reminders](https://support.thejoyapp.com/en/articles/16600391-booking-confirmations-and-reminders.md)
- [How to view or edit a colleague's calendar](https://support.thejoyapp.com/en/articles/16600392-how-to-view-or-edit-a-colleague-s-calendar.md)
- [Seeing your clinical system appointments in Joy](https://support.thejoyapp.com/en/articles/16600393-seeing-your-clinical-system-appointments-in-joy.md)
- [How to link Outlook and Joy calendars](https://support.thejoyapp.com/en/articles/16819695-how-to-link-outlook-and-joy-calendars.md)
- [The Dashboard: an overview, date ranges and filters](https://support.thejoyapp.com/en/articles/16600444-the-dashboard-an-overview-date-ranges-and-filters.md)
- [How to download a report](https://support.thejoyapp.com/en/articles/16600447-how-to-download-a-report.md)
- [The Map: seeing where your clients live](https://support.thejoyapp.com/en/articles/16600721-the-map-seeing-where-your-clients-live.md)
- [The Notification Centre](https://support.thejoyapp.com/en/articles/16600439-the-notification-centre.md)
- [Understanding the sidebar badges and unread counts](https://support.thejoyapp.com/en/articles/16600441-understanding-the-sidebar-badges-and-unread-counts.md)
- [Working in more than one organisation](https://support.thejoyapp.com/en/articles/16600448-working-in-more-than-one-organisation.md)
- [Problems signing in to Case Management](https://support.thejoyapp.com/en/articles/16600449-problems-signing-in-to-case-management.md)
- [Why aren't my notes reaching EMIS or SystmOne?](https://support.thejoyapp.com/en/articles/16600450-why-aren-t-my-notes-reaching-emis-or-systmone.md)
- [Why a screen looks empty, and what "no data yet" means](https://support.thejoyapp.com/en/articles/16600451-why-a-screen-looks-empty-and-what-no-data-yet-means.md)