Short answer
Open Case management and tap Assign next to the client (or Assign case manager at the top). Choose the client, the staff member and their role, then tap Save. A client can have more than one case manager or care coordinator. To record what happened, tap Log contact (or Log update on the client or group), write what happened and tap Save. It shows on the client's timeline.
Step by step
- Open Case management from the sidebar.
- Tap Assign next to the client, or Assign case manager at the top, and choose the client, the staff member and the role.
- Tap Save. The client now shows on that person's caseload.
- To change who coordinates a client, tap End next to the case manager, then tap Assign for the new person.
- To see only your clients, leave "My caseload only" on.
- Tap Log contact, choose the client, and write what happened.
- Tap Save. For a message in Email, tap Add to case to save it as a care update.
- To look back, tap Timeline next to the client, or Care updates on an email from the client. Every update shows, newest first, and each attached file opens.
Good to know
- No Case management page? Your permission group may have Case management turned off. Ask your office.
- Ending an assignment keeps it in the record as ended. Tap End next to the person.
- Groups: a group is a set of clients one coordination effort covers. Use New group to start one, and Edit group on the Groups tab to change its name, description or lead. Tap Remove next to a client to take them out of a group.
- Visits: when a visit is completed, a care update is added for the client automatically.