Introduction
If the patient is not an ongoing patient do not create a case. Only create a case for patients who seek services more than once.
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Cases are added to the Individual Profile.
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Select Case Information
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Click Create Case
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Click Add Service File
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Select your Service location
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Enter then Select the Primary Worker's First Name
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Searching for all services is recommended.
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Service Focus 1: Type all
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Select Show All
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Select the Service Focus
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Include Service Focus 2 and Service Focus 3 as needed
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Click Finish
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To add a worker to the case:
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Click Add
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Type the Name of the worker and select their Name
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Check Attending Worker
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Click Save
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Almost done!
Finish Line
