Case Hub - Save and Create Case

Once you have completed as much information as possible, click the SAVE button to create a new client and case for that client.

You will then be taken to the case details screen, showing you the case you have just created.

Once you have created the case, you should attach the referral form to the opening contact in PDF format. To do this, click the link to open the Opening Contact case action from the Case Journal.

Click Add Attachments

Then drag or search for the attachment and click OK to upload it into the box displayed.

This means the referral form is always on the first entry for any case, making it easier for workers to find.