Case Management System (CMS)
Practical guidance for navigating CMS tools.
By Neha1 author35 articles
LA/Clients
Articles designed to support local authorities and clients in managing services effectively.
- Change permissions for company additional rolesSteps on how to change permissions for company additional roles.
- Cancel a CMS service agreement and service receiptExplanation on what to do if you need to cancel a CMS service agreement and service receipt.
- Automatic and manual linking of a referral via a reviewGuidance on how to automatically and manually link a referral via a review.
- Automatic and manual linking of a referral via an appealGuidance on how to automatically or manually link a referral via an appeal.
- Withdraw an appealSteps on how to change the status of an appeal to withdrawn.
- Add documents to the Hospital Admissions recordGuidance on how to add a document to the Hospital Admissions record under the CMS tab.
- Patient archive statusSteps on how to archive a patient.
- Priority itemsExplanation on how priority items work.
- Delete contact information from a patient's recordExplanation on what to do if you need to delete contact information from a patient's record.
- Add a new hospital admissionExplanation on what to do if you need to add a new hospital admission.
- Amend existing CMS document namesGuidance on how to amend existing CMS document names.
- Update a drop-down listExplanation on what to do if you need to update a drop-down list.
- CMS referral cancellationExplanation on what to do if you need to cancel a CMS referral.
- Patient risk rating systemExplanation and steps on how the emergency planning rating system can be used.
- CMS Patient referral statusExplanation of the patient statuses for the referral process are.
- Remove a document on CMS patient profileExplanation on what to do if you need to remove a document on CMS patient profile.
- Remove a patient recordExplanation on what to do if you need to remove a patient record.
- Create or amend CMS provider profileExplanation on how a CMS provider profile can be created, edited or un-displayed.
- Bulk download patient documentsSteps on how to download bulk zip patient documents.
- CMS lettersExplanation and steps on how to create letters. From creating the template, to generating a letter on the patient profile.
- Panel lettersExplanation and steps on how letters can be generated directly from panel records.
- Document-based letter templatesSteps on how to create letter templates using document-based templates.
- CMS assessment managementExplanation and steps on how CMS assessments can be managed.
- NHS funded care quarterly activityExplanation of the NHS reporting enhancements.
- Add a cancellation reason to an assessmentHow to record the reason for a cancelled assessment.
- SPINE functionality overviewAn overview of our SPINE functionality, including creating patients records and viewing anomalies.
- CMS providersHow CMS providers work in Access Adam and when to use them for care packages.
- Use Tasks in CMSCreate, view, and manage tasks within your CMS to track actions and follow-ups against patient records.