Creating a therapeutic or financial counselling case for a new client

When you create a case for a new client you must create the client record as well as the case record. In this scenario, the best approach is to start the new case, then add the client record and then complete the case.

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View a demonstration of how to create a new case for a new client.

Whenever you begin a new therapeutic or financial counselling case you should start with a client search.

See Searching for a client record if you’re not sure how to do this.

Having established the client has no client record in the Gambler’s Help program:

1 From the Operations menu select New Case.
The New Case screen displays.

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2 On the New Case page, in the Clients field, enter the client’s name and then click

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The Case> New Individual as Client page displays. This page is an overlay on the case page.