Establishing a new integrated service case

7 Managing integrated service cases : Creating an integrated service case : Establishing a new integrated service case

To set up a new integrated service case:

1 From the Operations menu select New Integrated Service.
The New Case page displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS new case.png$

2 In the Integrated Service section:

In the Target Group field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the demographic who will be the focus of this case.

If you select Other a free text field displays for you to enter the demographic that will be the focus of this case.

In the Reason for Selection enter the rationale underpinning your agency selection of this demographic as the focus for this new case.

In the Agency field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select your agency.

In the Expected Hours of Work field, enter the total number of hours expected to be worked by agency staff on this case.

3 In the Assignment section:

In the Case Manager field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the person who will have carriage of the case.

Optionally, in the Secondary Manager field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select a second case manager.

4 In the Status section, in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Plan In Progress.

5 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The case details page displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS case details .png$