3 Connect for counsellors, telephone counsellors and financial counsellors : Creating a case for a client with history at your agency
  
Creating a case for a client with history at your agency
 
Conduct the client search
Create the case
Where a client has a previous case history at your agency you are able to review the previous case history to inform your approach to the new referral. The procedure for doing this is similar to that you follow when creating a case for a client with a history at another agency.
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You can also link a new case to another case at your agency – this might be a current case of another case type, or a previous case for that client. See Linking cases.