Case Management

Managing cases and all relevant information pertaining to case files.

Add and Manage Case Payers

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,...