Recording Contacts from Caseload View
Quick Reference – 6B
To view a team’s or an HCP’s caseload:
Click on the Caseload Management button Conduct the caseload search by selecting the Service, And Team, if applicable, the HCP holding the caseload.
Click OK. Patients currently allocated to the caseload as active or suspended will be shown. To add a contact:
Select the correct patient. Right click on patient and select Add Contact. Select the relevant referral and click OK the New Contact window will be displayed.
Complete details of Purpose, Type, Location, Contact, Outcomes and Prof Carer and tick the Actual box.
Select the Services tab and add coding if applicable Click OK to record your Contact. You will be returned to the Caseload View.
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