You can add yourself as a Case Manager for a client so that you can access their client record more quickly and be automatically notified if someone else sends a referral for them.
- Adding yourself as a Case Manager for a client means that you can access/open their client record without having to do a search. Once you have added yourself as a Case Manager, go to the Client menu and select 'My Clients'.
- If you leave the 'notifications' box checked you will also get an email notification every time someone else using S2S makes a change to that client's record, or sends a referral for that client.
FAQs about Case Managers
Add yourself as a Case Manager for a client
- Search for the client
- Open the client record
- Click on the Edit Client tab
- Scroll to the bottom of the page - look for the heading Case Managers. If there are any existing Case Managers, they will be listed here.
- Select your name from the drop-down box next to Add a Case Manager.
- Click Save Client.
userguide_images:
