Case Build Manual
JJOLT Case Load Build- allows a worker or manager to build a case load of clients for easy reference, the Case load can then be modified by the user to display range of information on clients in a chart form (e.g. Gender, DOB, Race, Religion). In addition, the feature includes icons within the case load screen that allow the user ready access to client related forms (for example, medical, treatment, incident, education) without having to navigate through multiple screens and pushbuttons.
You will be able to access the case build after logging into the system, next to the quick navigator
In order to build your caseload you must search for the client you want to add, by using the search screen at the bottom of the page.
You can either click to select (view case record) or add to your caseload. By adding to your caseload, you will begin the caseload build process. You also have the ability to select which fields you would like to view on your screen. By clicking on the link next to the quick navigator, this will allow you to view your summation screen of clients on your caseload.
Please see example on next page
To select which fields you would like to view on your screen, click on the wrench which represent (configure my caseload listing).
You can now double click on which fields you would like to view on your summation page.
At the bottom of your screen, there is a link that will allow you to save the list that you selected.
At this point you can either view your case record or remove from your caseload
When you access your case record it will be shaded in gray. The icons across the top represents the numbers on your forms menu, i.e. Intake summary, Treatment Plans, Service Plans, Education, etc.
Please see next page
For Managers and Supervisors, you will be able to view case records for all of your staff in the case build format. Place a check mark in the box to select (caseload of those who work for me).
You will then be able to view the caseloads for each of your staff.
Once a client is released and no longer part of your case load, you can remove them from your list.
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Revised 3/29/205