Cases help you to organise appointments, support activities, class passes, client injuries, Medicare plans, NDIS budgets and more.
Add appointments and support activities from the calendar
Create an appointment or support activity, and select the case. You can also create a new case if the client does not have one already.
You can also attach an appointment or support activity to an existing case by editing from the calendar.
Add appointments and support activities from the cases page
In every case, you will see a list of appointments and support activities that can be added to the case, which includes appointments that are not in other cases.
Selecting the view icon opens up the appointment details modal allowing you to view the appointment information and make changes.