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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.
🎓Self Guided Learning
😊 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
📞Contacting clients via the case management system ✉
❤ 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
🧾Lists
📨 Using the messages feature
📆 Using the Joy 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?
- 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?
📝 My tasks
📥 Inbound Referrals
🔁 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?
🖱 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!
👨🏿🤝👨🏿 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