Creating a New Case

After a case has been created, it is possible to review and edit it. To do this, hover over Client and click on My Cases. Click on the case you would like to edit or view. It will bring up the View Case Screen.

To edit the action plan, scroll to the bottom and click on the action plan ID. To edit the case, click on the Edit Case tab.  From here, you can add more action plans and edit other areas of the case. For printing purposes, you can also view the case in compressed format and click print and the bottom left of the screen.

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Edit Case tabs

Once you have completed filling out the action plan, click Save at the bottom left had side of the screen. Your Action Plan will appear at the bottom of your View Case and Edit Case tabs:
 

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Attachments in Cases

You can attach any supporting documentation such as social profile, assessments, service plans, support plans, GP plans, advanced care plans, emergency management plans, screening or risk alerts.

Action Plans

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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

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Adding Case Workers

The first section allows you to add in the various providers in the planning process for the case. Your name, role and service automatically appear at the top of this section and it allows you to type in your particular role in this case.

In most cases, if you are the person creating the case, you will be the key worker, so you can type ‘key worker’ in the Role in Team Field.

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