Case Management
Guidance on your Case Management.
By Connor1 author27 articles
- 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.
- Send email and SMS messages to clientsSend SMS or email messages to clients from a case, including scheduling messages, managing sent notifications, and adding alerts to appointments.
- Upload documents to ElementalUpload, save, and manage documents in your Elemental profile