Case Management

Managing cases and all relevant information pertaining to case files.

Add and Manage Case Types

Case types define the different types of cases your organization handles. The system includes a prepopulated list of case types,...

In Contacts, you can organize your contacts into groups using labels such as “Referrals” or “Legal Reps.” Each group must...

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....