Master Case Use

The Master Case feature is useful if you have:

1) A single client with multiple cases or

2) Multiple cases with a single problem

3) You can tag several related cases with the same master case number and then keep important notes, time, negotiations or other information that apply to all the cases on the one master case. You can also switch between the cases from within a client intake

4) Associating a case with a Master Case – There are two ways to find the Master Case to join

i) Join a Master Case – If a master case has already been created, click on this pull down to add this case to a master case. It will add the last name to this field and the master case number to the “Member of Master Case” field

ii) Search for Master Cases button – If you aren’t sure which master case it is, click on this button to search using the problem code, last name, and a list of master cases. You can filter this list by open, closed, or all cases or sort this list by last name or problem code

5) Tagging a case as a Master Case – A master case is no different than any other case Except that it has been tagged as a master case. To set a case as a Master Case, push the Make this Case a Master Case button. You can now begin associating other cases with it

6) Open Master Case button – If you are in a sub case and you wish to jump to the Master Case it is associated with, click on this button. This changes the case that is displayed to the Master Case. Notice the label on the button now says Return to Sub. Click it to return to the associated case you were originally in.

7) Jump to any of the other cases associated with the master case by selecting it from the Member of Master Case pull down. This changes your intake to the one selected. However, you will NOT see the label change to Return to Sub. You will have to use the pull down to choose the name to return to the original case.

8) Reports on the Pull Down

i) Associated Cases is a list of all the Clients associated with the Master Case

ii) Show Notes by Date - a list of all of the case notes in all the associated cases sorted by date and time.

iii) Show Notes by Case - a list of all of the case notes in all the associated cases sorted by case number, then by date and time.

iv) Show Time by Date - a list of all the time records in the associated cases sorted by date and time.

v) Show Time by Case - a list of all the time records in the associated cases sorted by case number, then by date and time.

vi) Calendar Events - a list of all the associated calendar records sorted by date.

vii) Outcomes - a list of all the Outcomes sorted by dates and totaled at the end.

viii) Show Staff - a list of all the staff members who were on the cases associated with the master case.

9) Help Button– Gives you help on using the master case feature