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...
Managing your cases with the new contracts feature The new contracts feature is designed for the unique needs of customers who provide services on behalf of other organisations. With this feature, you...
Overview Tabular reporting allows you to create data reports using information from your system and output them as spreadsheets for internal analysis. Data generation With tabular reports, you can col...
Case Hub overview What is Case Hub? Case Hub is a new and improved feature that replaces the functionality of the New Case Screen. It is now the main interface for creating cases in Case Manager. It i...