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Case Management is an extension of the mental health module with a user being able to manage multiple cases from one location.
Accessing from the Case Management module will display all Cases for the organisation. The view can be sorted by Organisation or by user.
This can be used as a Case Management Worklist.
Clicking on a case will open that patient's record at the Case Details Page in the Mental Health Module
Accessing from the Patient Record will display that patient's cases only.
Patients can have more than one case with either open or closed status.
Select your patient via the patient search.
Allocated users (Case Managers) to the case. This will make the case visible in their worklist.
Click on Start an Assessment to commence a new Mental Health Assessment.
Upload new documents by clicking on the Upload File button. See here for further instructions.
Tasks may be filtered by
Tasks can be used to assist with managing client follow up.
If the case needs to be re-opened, click on the case, and on the Case Details tab, uncheck closed, and clear the closed date and reason fields.
To save your Mental Health Assessment click on Add.
The Mental health Assessment can be located in the Documents. Click on the document Mental Health Assessment. The current form will open and be available for editing and updating.
When the form has been completed, check the Completed box in the top right hand corner and click Update.
The Mental Health Assessment will be locked, and view-able, but not editable.
Assessment tools completed as part of this Mental Health Assessment and separately to a full assessment - eg SSEWB, K10, will also be available in the Documents Tab.
You have the capacity to mark a patient as “My Patient”. This may be of assistance to you in running a report on the sub-set of patients that you manage.
To mark a Patient as “My Patient” (and hence making it easy to filter your Patient Reporting by “My Patients”: In the patient search list, right click on the Patient name.
There is some configuration required at Organisation level to customise drop down lists and the appearance of the Case Management Module.
Please refer to Org Admin - Case Management for details.
If you use our Case Management Module, you may benefit from using a Register -also know as a Duty or Intake Register. For more information see here.