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Joy Knowledge Base

How to use the Joy Case Management System

How to use the Joy Case Management System

Guidance, hints and tips for you to make the most of the Case Management System and troubleshoot issues.

Notification Centre

How do I navigate Joy as a Master User?

How to connect new user to the clinical system

Client cases

🎓Self Guided Learning

How to reduce inappropriate referrals?

Joy Case Management System Overview

😊 Clients

What happens when I send a referral on the Joy Marketplace?

How do I add a SNOMED code to items to send back to the clinical record?

How to transfer a patient to another staff member

How to see the updated status of a referral on Joy

How to update the status of a signpost or referral made outside of Joy on the services tab

How to download your full list of clients from Joy as an Excel file

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📞Contacting clients via the case management system ✉

How can I send a text via Joy?

How do I send an email via Joy?

How do I create an email or SMS template?

Can clients respond to my emails or texts?

How do I see whether a client has responded?

New Bulk Emailing Feature

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❤ Managing and tracking client wellbeing

How do I add a new wellbeing framework?

How do I complete a wellbeing assessment?

How do I complete a follow-up wellbeing assessment?

Send Multiple Follow-up Wellbeing Trackers at Once

New wellbeing framework: Warwick-Edinburgh

How do I enable the Personal Wellbeing Score (ONS4)?

Wellbeing Frameworks

MYCaW® Wellbeing Framework

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🧾Lists

Client Lists Feature

Bulk emailing with client lists

Creating bulk client records using client lists

📨 Using the messages feature

How to use the Messenger feature

📆 Using the Joy calendar

How do I create a client appointment?

How do I manage the appointment status?

How do I cancel an appointment?

How do I view or edit my colleague’s calendar?

How do I reschedule a cancelled appointment?

How do I delete an appointment from my calendar?

Understanding the Calendar

How to use the S1 calendar integration

How to use the EMIS calendar integration (Part 3)

"Click to book" calendar appointments

How to use the EMIS calendar integration (Part 1)

How to use the EMIS calendar integration (Part 2)

How to change a booking reminder?

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📝 My tasks

How do I find the actions that I need to do today and how do I mark them as done?

How do I add a personal task?

How to create a task for a client

📥 Inbound Referrals

How to respond to a referral?

How can I prioritise clients from inbound referrals or on the client page?

How do I change the status of a referral from ‘Declined’ to ‘Accepted’?

How do I check who accepted/declined a referral?

How do I edit my service and referral form on Joy?

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🔁 Clinical Systems

How to add details of a referral back to the clinical system

How can I check to see that my patient information is filing back to the clinical system

How to send notes made on Joy to a client’s clinical record

How to check if a staff member is connected to the clinical system

What do notes look like inside the Clinical System?

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🖱 Services

What services appear in my directory?

How do I view a service?

How do I edit a service?

How do I refer someone to a service from the ‘Services’ tab?

How do I signpost a service to a client on the ‘Services’ tab?

How to add additional services to the Joy Marketplace?

How do I add a service on behalf of another organisation from the case management system?

How to invite services to the Marketplace

How do I add more services to my directory?

How to Report a Listing

How to signpost one or more services to a client!

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👨🏿‍🤝‍👨🏿 My Organisation

How do I add my job title?

How to reset your password

How to add a new staff member

How to suspend a user

How to edit your email address

How do I turn on multi-factor authentication?

How to add your S1 username

How to turn on your EMIS appointment book

How to turn on importing appointments from S1 into the Joy calendar

How do I update my organisation name and SMS display name?

Personalise Email and SMS Signature

How do I merge multiple practices?

How do I claim my account?

How to add your SystemOne username

Access permissions for role types on Joy

How to use the new automation feature

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