YouthCenter supports multiple attorney appointments and appointment history to support the entirety of a client’s journey.
Granted that you have proper permissions to add a new appointment, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen.
Once a client has been selected, navigate to the Contacts application in the main navigation menu.
Adding an Attorney Appointment #
- Scroll down to the Attorney Appointments
- Select the green Create a New Appointment button on the right
- Add Appointment information
- Press the blue Save button
Attorney Appointment Fields
The Attorney field is a type-ahead drop-down search. Either type the name or scroll through the names and select the Attorney that is assigned.
The Appointment Type drop-down indicates what type of appointment this is classified as. These types can be modified by your administrators.
The Petition field allows you to link this appointment with a specific petition from the Court application via a type-ahead drop-down search.
The Start Date indicates when the appointment will begin.
The End Date optionally indicates when an appointment has ended.
Granted that you have proper permissions to edit or delete an Attorney appointment, you must first select a client through either the Search application under the Case Manager application or by using the Search Clients search bar in the top right of the screen.
Once a client has been selected, navigate to the Contacts application in the main navigation menu.
Editing an Attorney Appointment #
- Scroll down to the Attorney Appointments
- Select the carrot menu in the appointment you wish to edit
- Select Edit this Appointment
- Modify appointment information
- Press the blue Save button
Attorney Appointment Fields
The Attorney field is a type-ahead drop-down search. Either type the name or scroll through the names and select the Attorney that is assigned.
The Appointment Type drop-down indicates what type of appointment this is classified as. These types can be modified by your administrators.
The Petition field allows you to link this appointment with a specific petition from the Court application via a type-ahead drop-down search.
The Start Date indicates when the appointment will begin.
The End Date optionally indicates when an appointment has ended.
Deleting an Attorney Appointment #
- Scroll down to the Attorney Appointments
- Select the carrot menu in the appointment you wish to edit
- Select Delete this Appointment
- Press the Yes, Delete Appointment button to confirm deletion
