Skip to main content

Adding Clients to a Caseload

  1. Last updated
  2. Save as PDF

This article describes the methods available for adding clients to a caseload.

Prerequisite: The user must be given access in the User Definition and User Role Definition forms.

Clients can be added to a user's caseload through the following methods:

  • Through the Admission form, when the user is selected as the attending or admitting practitioner (Attending Practitioner or Admitting Practitioner fields).
  • Through the Transfer Caseload form.
  • Through the Transfer Practitioner Caseload form.
    Note: Transferring the attending practitioner caseload to another practitioner adds the client to the user associated with the transferred practitioner's caseload.
  • Through user-defined forms that have an Add to Caseload field.