Quick quiz
Question 1
You are told that consultants are now required to add a new cost to their Comcare cases. You've been asked to set this up and you've been told to make sure that the new cost can't be accidentally added to any other kinds of cases. What do you do?
Answer
Let's assume that your system has been set up so that Comcare cases all have a category of Comcare. Simply go to the Activity List and add the new cost, making sure at the bottom of the screen that the cost is only linked to this category, see Add cost.
Question 2
An employee comes to you and says that he has forgotten his password and can't log on to Case Manager. What can you do?
Answer
Go to the Employee List, locate the employee and click Set Password in the Employee tab to enable the employee to enter a new password, see Forgotten password.
Question 3
Fred Smith has left your company and Betty Jones has been promoted to a more senior position with managerial duties. What should you change in Case Manager?
Answer
You cannot simply remove Fred from the system because this will corrupt your historical data. Instead, at the Employee List locate him and set him as inactive, see Employee List.
As for Betty, you will probably add the Manager security group to her record in the Employee List (Security Groups tab), depending on how security groups are set up at your company.
Question 4
A status report needs to be regularly created for your cases that lists all the client details and important elements of the case status.
You've received complaints that these are taking too long to type up, too long to format and that transcription errors are occurring. How can you assist?
Answer
Set up a formatted text template in Case Manager that contains all the standard text, formatted correctly. Add merge fields for all the client and case information required, see Templates and Case Manager.
Question 5
You are told that for some cases it's important to have quick access to the date of the most recent conversation with each of the case contacts, including the client. How could you help enable storage of this date?
Answer
You could create a new custom field. These enable users to store customised information in your Case Manager database.
In this scenario you would create a contact custom field rather than a case custom field, so that users can store a different date value for each contact in the same case, see Custom fields.
Question 6
You are told that this information is only needed for WorkCover WA cases and your new field is confusing people who are working on cases with other categories. What can you do?
Answer
You restrict access to a custom field by restricting access to the custom field tab it is organised by. You simply restrict this to one or more case categories, see Lab - Custom fields.
Next module: Graduation!