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

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



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