Adding Participants
You are able to add participants that contribute to the client’s care. This could be the client’s GP, their substitute decision maker, a family member, volunteers or friends who provide assistance.
Case Details
Under the Case Details section, you can add the access level of:
» Standard
Case can be seen and viewed by anyone with client permission.
» Limited
Case record can be seen by anyone with client permission but details cannot be viewed.
» Case worker only
Case invisible to everyone accept case workers.
Dates
Start Date, End Date and Review date should be entered to keep track of the case.
Case Description
This should just be a summary and purpose for the case being created.
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