Case Management
Guidance on your Case Management.
Archiving and Un-archiving casesLearn how to archive, un-archive, and report on cases in Elemental, including how archived data is handled across the platform.
View clients that have completed SWEMWBSStep by step guide on how to view clients who have completed SWEMWBS.
Delete a document assigned to a clientLearn how to remove a document from a client’s record using the Documents tab.
Enhancements to Manage ReferralUse the enhanced Manage Referrals screen to filter and view clients with pending referrals that haven’t been processed.
Add a schedule of intervention for a clientStep by step guide to adding and scheduling interventions in a client's case record.
Update a referral source for a registered clientStep by step guide on how to update a referral source for a client.
Update the outcome for an appointmentEasily update appointment outcomes and trigger next steps directly from the client’s case data
Risks EnhancementsThis article features how risk is captured, managed and reported during the referral process.
Change a referral role or source for a clientStep by step guide on how to change a referral role or source for a client.
Attach documents to provider emailsAttach referral forms and other documents directly to emails sent from Access Elemental.
Update urgency, risk and level of support for a clientQuickly update urgency, risk, and support level for a client directly from their case data.
Change an appointment nameStep by step guide to managing new and existing referrals.
Change a referral centre for a clientUpdate the referral centre for a client’s case directly from the case view.
Client monitoring data when entering case notesAccess equality monitoring and Par-Q directly within new case notes for easier data capture.
Track the outcome of an interventionUpdate and monitor the outcome of interventions directly from a client’s case data.
Mark a case as confidentialStep by step guide on how to mark a case as confidential.
View case notes in a summary formQuickly access and edit case note summaries directly from a client’s record.
Change sender details for text message reminderGuidance on how to navigate and change sender details for text message reminders.
Record a score for a clientLearn how to register a new client and connect them to a programme or service using the Instant Registration tool.
Set up a goal for a clientThis guide explains how to create a new goal and locate existing goals for a client.
Check client attendance at a prescribed interventionGuidance on how to check client's attendance at a prescribed intervention.
Add signposting to a clientLearn how to add or manage interventions for a client through the Case Data section.
Assign a cohort tag to a clientStep by step guidance on how to assign a cohort tag to a client.
Mark a client as attended an interventionStep by step guide on how to mark a client as attended an intervention.
Week Number Visit FieldGuidance on the Week Number Visit Field functionality.