Add a case

This task card discusses the following:

  • What is a case?
  • Add a case – Case details
  • Add a case – Attach clients
  • Add a case – Review
  • Add a case – Finish
  • Referral and source reasons
  • Special data entry fields

Key highlights

  • The case identity (ID) should not contain any personal information, such as any part of a client’s first or last names, Customer Reference Numbers (CRN) or My Aged Care reference numbers.
  • A case should be created for each outlet even if the case is delivered across multiple outlets.
  • Primary and secondary referral source and reasons can be added to a client record at any time.
  • The use of special characters such as * & % # @ should not be included in the free text fields.
  • Some programs have special data entry fields apply to cases.

Watch a video on how to add a case.



Last updated

First published