Create Case Manually

For the purposes of manually migrating data to Digital CHC there is a new function that allows authorised users to create a case manually.

Create a New Case

You can create a case manually by clicking on the Cases screen and clicking on the “New” button in the top right-hand corner of the screen:

You will then be presented with a blank screen to record case details:

All fields are mandatory.

Please note that the option selected in the Funding Eligibility field will control which Care Package Approval Workflow process can be started.

Once all fields have been completed click on the Save button to create the case. The screen will refresh and you will see the details on the Summary tab of the case:

You will need to click on the Edit button to complete other relevant fields (including Broadcare id, address, telephone number and email address):

Click where the edit icon appears to add any missing data. Click Save for each data item you are adding/amending:

Once all patient summary details have been recorded the relevant Workflow process can then be started from the Workflow tab:

Simply click on the “New Workflow” button and then select the Workflow process that you want to start: