howto: Prepare Electronic Forms


Press the 'F17=Members' key.
The 'Define Household' screen will appear.
Key or ensure >IM= is showing in the Provider field.
Press Enter.
Press the 'F10=Cases' key.
The 'Work with Cases' screen will appear.
Position the cursor on the appropriate Service.
Press the 'F9=Forms' key.
Create the forms.
For information about doing this, read about Forms in the Notes section.
Press F3=Exit to return to the 'Define Household' screen.

Once you have set up a ONECase case, you can use the forms and letters functions to create electronic notes and forms.

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CS3060?2 H Work with Cases 8/19/98 
CHANGE 16:40:32 
Provider.. IM Income Maintenance Worker.... TOMCOX 
1/Case No.. 3 
S Svc* Rlt* Person# C Person Name Worker ID* Eff?Date Sts 
AAF CLT 256 Cox, Mildred IM 7/20/98 OPEN 
AAF CM 243 Cox, Elizabeth Gwin 
AAF CM 240 Cox, Robert Dalton 
AAF CM 242 Cox Jr, Thomas Edward 
AAF CM 241 Cox, Thomas Miles 
APA CLT 256 Cox, Mildred IM 8/19/98 OPEN 
APA CM 243 Cox, Elizabeth Gwin 
APA CM 240 Cox, Robert Dalton 
APA CM 242 Cox Jr, Thomas Edward 
APA CM 241 Cox, Thomas Miles 


F1=Rpl Cse F2=Rpl Svc F3=Exit F4=Dlt Svc F5=Trsf Cs 
F7=Chg Svc F8=Lookup F9=Forms F11=Person F12=Previous 
F13=Update F14=Explore F15=Refrl F16=Plan F17=Cse Act F18=CltStmt 
F19=ID Nos F20=Notes F21=Intrfc F22=Comments F23=Client F24=Zip 
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Appointment notices are printed by the state.