Updated for the new Rehab Guru design. Treatment notes and forms now open in a reader view, and Manage client cases is in the ... menu at the top of the selected note or form. See What's new: the Rehab Guru redesign.
In Rehab Guru, you can easily associate cases with existing treatment notes or forms. This guide will show you how to add or manage cases for both notes and forms.
This video shows the previous design; the steps below are up to date.
Step 1: Adding a Case to an Existing Treatment Note
Go to the Clients page and click the name of the client you wish to manage, or click the ... at the end of their row and choose View client.
Select Treatment notes in the section menu on the left of the client's record.
Click the note you want to change in the list (use Search notes, Status or Case to narrow the list if needed). Then click the ... at the top right of the note and select Manage client cases.
Managing cases from the note menu
You will see all the cases associated with this client, along with the current case assigned to the entry. If you want to assign a different case, you can either create a new case, or select the desired case from the list and click Attach to this case.
Selecting a case to associate a note with
If no relevant case exists, you can create a new one by clicking Add case, filling in the details and clicking Create case, then attaching it to the note.
Creating a new case for the treatment note
Step 2: Adding a Case to an Existing Form
In the client’s record, click Forms in the section menu on the left.
Click the form you wish to modify in the list, then click the ... at the top right of the form and select Manage client cases.
Managing cases for a form from the form menu
Similar to treatment notes, you can select an existing case or create a new one and attach it to the form.
Step 3: Adding a Case When Creating a New Form or Treatment Note
When creating a new Form or Treatment Note, once you click Save, Rehab Guru will ask you to attach a case if the client has any cases.
Select an existing case from the list and click Attach to this case. To create a new case instead, click Add case, or click Skip for now to save without attaching one.
By following these steps, you can easily manage and attach cases to treatment notes and forms in Rehab Guru, ensuring that all related data is organised and linked to the appropriate cases.