My Cases & Programs

Change Case Assignment Button

For Admins: This button appears if the current user has the provider setting "Can be a caseworker" and the role "Can assign cases to self" enabled.

If selected, the current assignments can be either removed or changed to a different location(s) and/or changed to one or more case categories. The functionality of this is explained fully in the Cases topic (Bulk Assignment).

File No. Link and Case Link

The File No. Link navigates to the patient summary screen. The Case Link navigates to the specific case information screen.

Form Button or View Button

If there is an assignment that has not yet been approved, then the Form button will appear — clicking it navigates to the assessment screen where it can be created or performed as needed. To learn more, see Create New Assessments. If an assessment has been approved, then a View button will appear where the assessment can be viewed.

Prog Link

Displays details of the program schedule. To learn more, please see Program Schedules

Attendance Link

Displays the Program Sessions' Attendee screen where patient enrolees and/or providers can be added to the session. To learn more, please see Program Sessions.

Prog Link

Displays details of the program schedule. To learn more, please see Program Schedules

Manage and Edit Buttons

These buttons have the same functionality as the Manage and Edit buttons found in the Program Schedules screen — kindly refer to that topic to learn more.