3 Connect for counsellors, telephone counsellors and financial counsellors

Client cases - key concepts

Agencies and teams

Creating case and client records

Creating a therapeutic or financial counselling case for a new client

Creating a case for a client with a history at another agency

Creating a case for a client with history at your agency

Callback cases

Anonymous cases

Working with families

Group cases

Recovery Assistance Program cases

Recording the Client Outcome Survey (COS)

Recording activities for client cases

Activity types and subtypes

Managing cases

Linking cases

Therapeutic counsellors, financial counsellors and telephone counsellors at the Gambler’s Helpline use Gambler’s Help Connect to record and manage client cases. This section describes how you do this:

Key concepts of client cases

Creating client cases for new clients

Creating cases for re-presenting clients

Case variants:

Callback cases

Anonymous cases

Family therapy cases

Group cases

Recovery Assistance Program (RAP) cases

Recording the client outcome survey (COS)

Recording and managing client case activities

Managing client cases:

Recording issues

Attaching documents

Using document templates

Closing cases.