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My caseload
All forms that you are working on, have been sent, or have claimed will be in ‘My Caseload’. My caseload is where forms will go when sent directly to you. There forms will also appear in the team caseload. It will also show forms that you have ...
How to select and switch teams
If you are part of two teams you will need to pick which team you are working for in order to see their team caseload and create forms for patients in that team. If you are part of multiple teams its important to ensure you are in the correct before ...
How to search and filter caseloads, and claim forms
All forms that have been sent to your team, or that have been created by someone in your team will be in the ‘Team Caseload’. All forms that you are working on, have been sent, or have claimed will be in ‘My Caseload’. A form will more to the ...
Archive
A form will more to the ‘Archive' once legal scrutiny has been marked as completed by the MHA Office. Once legal scrutiny has been marked as complete on a form it will move to the archive. Once in the archive, you can click action to see drop down of ...
How to complete and send forms
Before you begin a from you must establish who the patient if that you are creating the form for. There are two ways to do this, you can either search for a patient or go to the patient from your caseload. Please see our help guide on how to do this. ...