Adding a Case

This guide will show you step by step how to Add a new case in the TCC module. We have even made it easier by including short videos to help.

Explanation of Sections:

Case: Details of case.
Contact Method: Details of Contact Methods for the case.
Address Details: Enter residential and postage address details.
Other Demographics: Case other demographics. (example: Preferred Language)
Outcome: Set an Outcome for the case.
Assign Team: Select a Team for the case to be assigned to.
Optional: Assign Agency Staff Member: Assign an Agency Staff Member to this case.

How to Add a Case

1. Locate the Add Case option in the sub menu.

The following fields are mandatory on this page.
* Referral Data is required.
* Status is required.
* Family Name is required.
* Given Names is required.
* Data of Birth is required.
* Gender is required.

Referral Source

1. Enter a Referral Date.
2. Now you can search for an existing client by selecting Search for the Client.
   This will pop-up a search window for existing clients – you can search by Family Name, Given Names, Alias/Preferred Name.
   The Search results will show Name, Gender, DOB and any active cases in the TCC module.
3. To select an existing client, click on Select for the client’s record.

If you cannot find the client, you can click Import Details which will close the pop-up window and place the search details you entered into the relevant fields.

Add a Contact Method

1. Add a Contact Method by selecting +Add Contact Method button.
2. Select Contact Type from the drop-down menu.
3. Add Contact Details for Contact Type.
   Check (if required) Preferred Contact Method if the clients chosen Contact Type is the preferred method.
4. Check (if required) Text Preferred if the client chose a text message over a phone call.
   *Note: You can add multiple contact methods by following this process.

Address Details

1. To add a Residential or Postal Address for a client.
   *Note: If the residential and postal address are the same, check the “postal address is the same as residential address”.

Other Demographics

1. From the drop-down list you can set the Indigenous Status, Country of Birth, Preferred Language and any other demographics listed.

Outcome

1. From the drop-down list you can set the status of the Outcome and its corresponding Start/End Date.

Assign Team

1. Clicking on the Search button, you will be presented with a Team Selection pop-up window.
2. From here you can search by Agency Name, Suburb/City or Postcode.
   Once you have located the Team click Assign to select this Team.

Optional: Assign Agency Staff Member

1. Click the drop-down list and select the Agency Staff Member to be added to the case.
   *Note: This is optional and can be skipped.
2. Click Save to create the case.