Case Management

Managing cases and all relevant information pertaining to case files.

Add and Mange Case Alerts & Memos

Add an Alert or Memo Go to Case Files. Select a case file. In the Alerts & Memos card, click...

Payers are individuals or entities responsible for covering the cost of services provided to the client in a case file....

Case contacts allow you to add important contacts related to a case file. They also enable you to specify the...

Go to Case Files. Select a case file. Click Move case file. In the Move Case File prompt, select a...

At its core, a Case File stores, organizes, and manages client information. Each case file is assigned a case type,...