Settings and Instructions regarding 'Cases'.

Adding/Creating A Case
Add new cases by using the navigation panel on the left side and selecting 'Cases'. Next, click thebuttonĀ (see screenshot below) to begin adding a...
Tue, 9 Mar, 2021 at 7:34 PM
Cases Main Page: Filtering and More
The Cases main page has several different features that allow for the filtering of certain cases and the customization of what case information is displayed...
Thu, 8 Jul, 2021 at 11:33 AM
Create or Update Settings for Cases
Case records contain various fields of information about your cases. Fields such as referral type, referral source, and flags can be tailored for your speci...
Tue, 9 Mar, 2021 at 5:16 PM
Exporting Case Data
Information about Cases in your organization can now be exported as an Excel or SPSS file for review. Standard case information (Referral Type, email, date ...
Wed, 29 Sep, 2021 at 10:46 AM
Bulk Case Import
Overview, Permissions, & Limitations Prepping CSV File Running the Import Overview, Permissions, & Limitations Bulk imports of cases can be ...
Fri, 12 Nov, 2021 at 1:41 PM