All Cases

To view and manage all cases within your service

On the 'All Cases' page, you can view all cases created for your service, including those that have been resolved or cancelled.

All Cases

Search & Filter

Quickly find a client by:

• Searching by Client Name or NRIC / FIN (partial matches allowed).

• Filtering by Referral Date Range, Case Status, Referral Source, Referral Reason, or Assigned Staff .

All Cases - Filter

Managing Cases

You can manage all cases within your service, even those not assigned to you. This is useful when covering for a colleague or assisting while they are on leave. However, before accessing a client’s profile, ensure you have a valid reason to do so.

Manage cases by clicking the button on the card:

• Edit Referral Details - Update the referral source, reasons, and remarks.

• Change Case Assignment - Assign, reassign, or unassign a caseworker.

• Set Case Status - Update the case status based on case progression.

All Cases - Manage Case

Only cases with a Pending status can be cancelled. If you want to cancel an active case, first change its status to Pending, then cancel it.

Cancelling Case

To cancel this case, you'll need to provide a reason. This reason will be recorded in the client's profile for record.

Reason for Cancellation

To see the cancellation reason, hover over the "Cancelled" badge on the "All Cases" page or under the "Timeline" tab in the client's profile.

Accessing profile of client with resolved cases

Confirm your intent and select a reason for access. Some of the reasons include: enquiry, error correction, service coordination, etc.

Declaration prompt