Case, client and organisation names and numbers

2 How to use Gambler’s Help Connect : Case, client and organisation names and numbers

Cases and case types

Client cases

Non-client cases

Case stages

Stages for client cases

Stages for non-client cases

The following naming rules apply to client and case records:

Client records have a six digit sequential UR number followed by the client name. For example 200004 Brian Jones.

Organisation records have no

Case records are made up of a case type prefix, followed by the year followed by a six digit sequential case number, followed by the client number and name, followed by the case type. For example, CA-2015100350 200133 Warwick Fairfax Therapeutic Counselling.

Each case type has its own prefix and icon:

$C:\Users\Bill\Documents\CMS\Captures\icons and buttons\caseicon.png$ TC, FC, practitioner, anonymous and callback cases have the prefix CA

$C:\Users\Bill\Documents\CMS\Captures\icons and buttons\groupicon.png$ Group cases have the prefix GR

$C:\Users\Bill\Documents\CMS\Captures\icons and buttons\rapicon.png$ RAP cases have the prefix RA

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\ce icon.png$ .Community education cases have the prefix CE

$C:\Users\Bill\Documents\CMS\Captures\icons and buttons\caseicon.png$ Venue support cases have the prefix VE

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\is icon.png$ Integrated service cases have the prefix IS.

Don’t expect to see a perfect sequence of client or case numbers for the cases and clients at your agency. Other agencies are also registering clients and starting new cases.