case_clients.chtml

My clients information

Adding Participants

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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Create Participants

Adding Case Workers

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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Add Workers
Edit Case

Step 2.1: Select Receiver

Referrals may be sent via the eReferral system using one of three methods.

  1. Standard eReferral: Electronic referral to member agencies fully registered with the S2S system.
  2. Fax referral: Using the FAX gateway.
  3. Email referral: Secure email using the PKI email facility.
     

eReferrals

To use the eReferral sending method, the receiving agency must be registered with the S2S system.

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Step 2: Complete Referral

The second step of creating an eReferral is to fill in the referral information.

In this step you must:

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