Getting Started Quick Reference Guide - Right for Children Starting A New Case Click New Case’ tab at the top of the Practitioners Dashboard. ‘Start In the Name’ box,type the Case Name (you need to follow the set Naming Convention ‘Case Surname(s) of Family) – Duplicate case check will automatically check for duplicates with existing cases. If there is no existing family record* save the case using the Blue Suitcase Icon Case is now – saved to system. *If there is an existing record, contact the Lead Practitioner/Case Administrator listed and ask to be added to the TAF. If the case is there but is CLOSED, contact to have the case Adding Family Members If it appears under Steps’ on Practitioner Dashboard, click the me There’ button. ‘Next ‘Take *) Complete all the mandatory fields (with a plus the contact details and address fields and click save. Add subsequent family members by clicking on the Plus Family Icon. This will appear after saving your initial family member or can be found on the Summary Screen for the Family. Adding Family Member relationship to subsequent Family Members will allow the system to draw a genogram of family relationships. Alternatively you can scan in your own Genogram. Add all family members before you create the consent. Set Primary Address To set the primary address, at the top of the summary page click on the Blue House icon and select the primary address from the drop down box, then click on update primary address. Record Consent On summary screen the Steps’ box will direct you to record Consent if it has not been ‘Next completed Click the me There’ button. – ‘Take Click on Observations’ Click the Blue Plus icon ‘Case – Create new click green create button. – Complete all fields with red asterix. of Note’, select ‘Type “Consent”. Select all case members that consent applies to.
Getting Started Quick Reference Guide - Right for Children Starting A New Case Click ‘Start New Case’ tab at the top of the Practitioners Dashboard. In the ‘Case Name’ box,type the Case Name (you need to follow the set Naming Convention – Surname(s) of Family) Duplicate case check will automatically check for duplicates with existing cases. If there is no existing family record* save the case using the Blue Suitcase Icon – Case is now saved to system. *If there is an existing record, contact the Lead Practitioner/Case Administrator listed and ask to be added to the TAF. If the case is there but is CLOSED, contact to have the case Adding Family Members If it appears under ‘Next Steps’ on Practitioner Dashboard, click the ‘Take me There’ button. Complete all the mandatory fields (with a *) plus the contact details and address fields and click save. Add subsequent family members by clicking on the Plus Family Icon. This will appear after saving your initial family member or can be found on the Summary Screen for the Family. Adding Family Member relationship to subsequent Family Members will allow the system to draw a genogram of family relationships. Alternatively you can scan in your own Genogram. Add all family members before you create the consent. Set Primary Address To set the primary address, at the top of the summary page click on the Blue House icon and select the primary address from the drop down box, then click on update primary address. Record Consent On summary screen the ‘Next Steps’ box will direct you to record Consent if it has not been completed – Click the ‘Take me There’ button. Click on ‘Case Observations’ – Click the Blue Plus icon Create new – click green create button. Complete all fields with red asterix. ‘Type of Note’, select “Consent”. Select all case members that consent applies to.