Referral Follow-Up's

Made by Magdalena Gonzalez with Scribe

This guide provides step-by-step instructions on how to complete a follow-up in CS Care. It includes navigating to the relevant page, selecting a case, adding a new follow-up, choosing a follow-up status, adding notes, and saving the follow-up. Following this guide will help users effectively manage and track follow-up actions in CS Care.

1. Navigate to https://care.211cs.org/networks

2. Click into any open case

3. Click "Referrals"

4. Click this icon on an existing referral

5. Click "+ New Follow-Up"

6. Click here.

7. Select a follow-up status

8. Click the "Notes" field to add in a note

9. Click "Save Follow-Up"

10. And now you know how to complete a follow-up!