n 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.
Step 1: Adding a Case to an Existing Treatment Note
Navigate to the Clients page and click View next to the client you wish to manage.
From the left-hand menu, select Treatment notes. On a smaller screen, these options show as tabs across the top of the profile instead.
Find the note you want to change, click the three dots in its Actions column and select Manage client cases.
Managing cases from the Actions 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 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 profile, click on Forms from the left-hand menu.
Find the form you wish to modify and click on the Actions button (three vertical dots) next to it. Select Manage client cases.
Managing cases for a form through the Actions menu
Similar to treatment notes, you can select an existing case or create a new one and attach it to the form.
Attaching a case to a form in Rehab Guru
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 drop-down menu 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.