Quick Add Associated Persons (aka In-line Case Add) allows you to quickly add associated cases during various intake processes, as well as after an Intake has been created.
Here is how to perform an In-line Case Add / Quick Add Associated Person:
There are a few ways to begin this process:
- Select the "Quick Add Associated Persons" action in the Case Actions dropdown.
- Click the Quick Add Associated Person button that appears during your Intake
- Select "Add New..." in any field that involved creating a new Assoicated Case, such as a Quick Add Associated Person field, or a Caregiver field.
After you have begun the Quick Add process, you will be prompted to perform a Conflict Check. Perform the Conflict Check as normal and proceed accordingly.
Next you will be asked to fill out some Quick Intake fields, which are a set of pertinent fields that record some basic information about the individual you are about to create. The fields you see here were determined by your Network/Site/Coalition Leadership during the design phase of your instance of Collaborate.
Set the Relationship between the two cases.
Set the Case Status of the Case, if applicable. Otherwise, leave it as Incomplete Intake.
Next select the Case Type of the Case you are creating via the Case Type dropdown.
NOTE: If you initiated the Quick Add via the "Quick Add Associated Cases" action in the Case Actions dropdown, the "Case Type" field will be at the bottom of the Quick Intake fields.
After that, fill out any other required fields, and any other quick intake information you have about the individual and click "Save New Case".
The page will reload and the new associated case will be created.
If you use Quick Add Associated Persons, it is recommended that you complete the primary intake that you are working on, then navigate to the cases you created during the Quick Add process and complete their intakes.