4 Connect for practitioners : Key concepts for Gambler’s Help practitioners : Client and case records
  
Client and case records
In Gambler’s Help Connect you create, edit and update client and case records.
Depending on how a person comes to you for help, and what help they want, you might need to add or update information about:
*The client, including:
*Who they are
*If, how and when they want you to contact them
*Where they live
*Tags – specific information about the client that anyone working with the record should know about, for example, a disability
*Additional demographic information
*Reference to justice clients
*Details of any deeds of self-exclusion.
*The case, including details relating to:
*Gambling
*Debt
*The issues
*How the person came to your service, if you referred them on to other services and any other services the client might be working with at the time.
Some clients might not be comfortable with you recording their personal details. When this happens you can create an anonymous case recording information about:
*Age, gender and postcode
*Why they called and what you did for them
*Whether you offered them a referral to a local service or why this wasn’t appropriate.
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When you process a referral there is a minimum amount of information you must record, but the more you can record, the better you help the client’s intake and the better you help your colleague(s) help your client. Importantly, you save the client from having to tell their story over and over again from the beginning.