HIA Case Manager Top Tips

Some useful tips that will help you when processing Cases in the system

Multi-tab/window navigation
As HIA Case Manager is a web based system, it will support “multi-tab” or “multi-window” views, which can be opened by right-clicking on a hyperlink (e.g ...
Sun, 3 Jul, 2016 at 8:59 PM
Email alerts
If you are finding it difficult to keep track of your active referrals, then why not enable email alerts on your account – this can be done individually b...
Sun, 3 Jul, 2016 at 9:00 PM
Dashboards
As part of our new dashboards standard feature, there are 11 default dashboards within all users' “Home” screen. The order of these dashboards, their...
Sun, 3 Jul, 2016 at 9:01 PM
Case views
Some users may have noticed a small eye icon at the top right-hand middle of the Case details screen. This button allows users to run reports about the ca...
Sun, 3 Jul, 2016 at 9:02 PM
Filtering through lists of values in drop-down Custom Fields
If you are selecting data on Case manager for a new case, you will have to filling in several drop-down Custom Fields (e.g. – the Client’s ‘Ethnicity’ or th...
Thu, 16 Mar, 2017 at 11:37 AM
Inserting dates into Date Custom Fields
If you are inserting a date into a Date Custom Field (e.g – the Client’s Date of Birth) then clicking into the date field and filtering to find the correct...
Thu, 16 Mar, 2017 at 11:38 AM
Inserting dates into Case Action
If you are editing a Case Action date (e.g - “Book a Site Visit” or “General Task”) then clicking into the ‘Date’ field to find the correct date can take s...
Thu, 16 Mar, 2017 at 11:38 AM
Tabbing between custom fields
When inputting data into fields on case manager (e.g the ‘Work Details’ Custom field), after initially clicking into the first field, you can tab between ...
Thu, 16 Mar, 2017 at 11:39 AM