CS Care- Profile Search and Creation

CS Care- Profile Search and Creation

Cases created in care always begin with a profile. Follow the steps below to select and/or create a profile to create a new case: 

STEP 1: Click Create New Case

From the Cases page click the green “Create New Case” button on the upper right hand corner of the screen.

STEP 2: Find a Profile

Search for an existing profile of the client by searching a minimum of one field and clicking search. Not all clients will have an existing profile, however, it is best practice to always check so as to reduce the creation of duplicate client profiles. If your client does not have a profile jump to step 4.

STEP 3: Select a Profile

If a profile does exist for the new case you are creating simply click “Select” next to the suggested profile that matches your clients information.

Note: Check the data

Ensure that all data is the same when selecting an existing profile; especially when searching by common name(s). It is recommended to search a minimum of three fields to ensure accurate matches.

STEP 4: Create a Profile

If a profile does not exist for the new case you are creating, simply click “Create New Profile” from the select a profile screen. You may answer all or none of the PII fields to create a profile. By including none, you have created an anonymous profile
You must always receive consent from the client to create a profile in Caresuite. Whether its written or verbal, is determined by your organization. Profiles, unlike cases, are searchable by all users within your organization.

    • Related Articles

    • CS Care- Advanced Search

      How it Works Advanced search is a helpful tool for advanced filtering on cases for viewing, assigning, and exporting case data. The functionality of advanced search is based on dynamic rule creation. Filter rules can be used for one-time searching, ...

    • CS Care- Case Creation

      STEP 1: Complete and Submit an Intake Survey Once a profile has been established, the next step is to complete an intake survey to create a case. Intake surveys AKA Initial assessments are used to capture initial data collection fields for a ...

    • CS Care- My Calendar

      What is My Calendar? The My Calendar feature is a project-wide listing of referral follow-ups and case reminders completed on cases within a project. Each user's calendar is unique to themselves and inclusive of follow-up work completed on referrals. ...

    • CS Care Glossary of Terms

    • Case Overview Page

      The case overview page is your landing page when you first enter a project in CS Care. It includes two key features: Project Dashboard My Recent Cases Project Dashboard The project dashboard simply shows a high level overview of the project cases and ...