NOTE: This article describes how to create additional cases from a referral after an initial primary case has been entered into Collaborate. For information on how to create the first case related to a referral, see the 'Create a Case' article.
After an initial primary case has been created in Collaborate, the recommended method to add additional persons, or Associated Cases to an existing case, is to utilize the links located within the Associated Case Actions section of the left hand sidebar.
The 'Create New [Intake Type]' options will vary based on what Network you are with, however, the process of entering Associated Cases remains the same.
From the primary case's profile page, click Associated Case Actions in the sidebar to expand its options. Next, click the appropriate option depending on the case type of the associated individual you are wanting to create. Complete the Conflict Check as normal, and then you will be directed to complete the appropriate Intake process.
Once you have completed the intake process for the associated case, you will land on the profile page of the newly created individual. From that page you can repeat the steps above to add additional associated cases. However, it is recommended to return back to the first case you entered (usually the first client) to enter additional associated cases--doing so reduces the chances of incorrectly specifying the relationships between the individuals.
See the comparison article Quick Add / Inline Intake vs Create New Associated... for an overview of the advantages of these two methods of entering cases into Collaborate.
For additional information and videos pertaining to your Network's specific intake processes, see your User Guide by navigating to Help > [Network]-Specific Resources.