2 How to use Gambler’s Help Connect : Searches : Cases
  
Cases
With the Cases page you can see all cases recorded for your agency of any type, status or owner.
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If you need to query the case history of a client at a different agency you need to use the client search and then view the case list for that client.
The Cases page opens with a blank display. When you click C:\Users\Bill\Documents\CMS\Captures\icons and buttons\searchb.jpg it displays all cases at your agency. You can filter your cases search to display cases meeting particular search criteria. For example, you can filter a case search to find cases assigned to a specific care provider, or cases where the client is an affected other.
From the Cases page you can click:
*C:\Users\Bill\Documents\CMS\Captures\icons and buttons\export.png to export the list as a .csv file you can open and edit in Excel.
*C:\Users\Bill\Documents\CMS\Captures\icons and buttons\newcase.png to create a new case.
*C:\Users\Bill\Documents\CMS\Captures\icons and buttons\newgroupsession.png to create a new group case.
The illustration below shows a typical unfiltered case list.
C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\Cases search list.png