In the latest update to Case Manager (February 2025), the Guidance and Correspondence tabs have been moved inside the eye view. To access these tabs, simply click the 'eye' icon shown below which can...
At some customers' request, we’ve introduced an additional option to Case Hub which will now allow caseworkers to create clients without making a case. This can be seen under the ‘Matching Records’ s...
What is New for Message Sending? We’ve improved the way you interact with the message sending feature in Case Manager. When selecting ‘Send Message’ on a case screen, you will now get a pop up window ...
We’ve recently extended the functionality of the Tabs available on the client, case and case action screens with additional filtering options. ➡ Note: Please see a video demonstration below: The firs...
What is the Timeline Button? The Timeline button shows key information summarising activity such as who created the case, when it was last modified as well as any history of changes such as state chan...
Dashboards overview What are Dashboards? Dashboards in Case Manager provide a snapshot of all the things that are important to a caseworker. Whether it's checking work priorities for the day, viewing ...
Case Manager can merge two existing clients into the same record. In this guidance we will go through the steps to merge a client and provide some tips to help you find the right records. How to Merge...
This article will guide you through an overview of the client card and some of the newer user interface (UI) principles & functions. The client card can be found by navigating to the ‘Case Details’ sc...
Multi-File Uploads Case Manager now allows you to upload multiple files to a case simultaneously. Below is an example from the case action screen: In the attachments area. You can drag multiple files ...
Case Involvements Functionality The Case Involvements functionality allows users to record the involvement of individuals and organisations in a client’s case. It's also possible to set up individuals...