Therapeutic or financial counselling cases

In Gambler’s Help Connect there are number of different ways you can create new therapeutic or financial counselling case records depending on whether the client has an existing treatment history.

The information in this section is primarily intended for intake workers at local service agencies and for telephone counsellors at the Gambler’s Helpline since they are the ones who create most of the new cases. Many therapeutic or financial counsellors will receive cases that have already been wholly or partly created at the Helpline or local intake. Where this is the case the emphasis is more on ensuring that all case details are complete, (as far as possible), and correct.

Where clients have a case history at another agency you can identify the counsellor and agency for the client record and can, if appropriate contact your colleague(s) at that agency for background information. The table below shows the different scenarios and the best approach to creating the new case.

If…	Then
The client has no treatment history in the Gambler’s Help program.	Create the new case from Operations: New Case. See Creating a therapeutic or financial counselling case for a new client
The client has a treatment history in the program but NOT at your agency.	Create the new case from the Create Case +As Client link in the client record. See Creating a case for a client with a history at another agency
The client has a treatment history in the program at your agency.	Create the new case from the Create Case +As Client link in the client record. OR Create the new case from the Linked Cases Link a new Case link in the most recent case record. See Creating a case for a client with history at your agency