3 Connect for counsellors, telephone counsellors and financial counsellors : Anonymous cases : Creating an anonymous case
  
Creating an anonymous case
To create an anonymous case:
1 From the Operations menu select New Case.
The New Case screen displays.
C:\Users\Bill\Documents\CMS\Captures\Screens\anoncase.png
2 In the Case Type field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select Anonymous.
The Anonymous section of the page is highlighted.
3 In the Agency field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select your agency/team.
4 In the Anonymous section specify the details of the anonymous case:
*Age Bracket of the anonymous client
*Gender
*Postcode
*Reason for contact
*Services Provided – this is a multi-select field so you can add more than one service
*IF:
*You offered the client a referral to the Gambler’s Help service C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select Yes in that field.
*You didn’t offer a referral, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select No and then select the reason why in the Reason for not offering referral field.
5 In the Assignment section, in the Primary Care Provider field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select your name.
6 In the Status section, on the Stage field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select Completed.
7 In the Closure section:
*In the Closure Reason field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select Anonymous Contact
*In the Treatment Stage field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select Not Applicable.
8 In the Receipt section, in the Received By field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select the contact mode.
9 Click C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg.
The Anonymous case displays in view mode.
MCj04347500000[1]
If you are an intake worker or counsellor processing an anonymous case at your local service, you should record an anonymous activity to account for your time. See Processing an anonymous activity if you’re not sure how to do this.