Case Management
The CRM database Case Management functionality is tailored to each organisation. Although each installation may differ slightly, the following information...
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Case Management
These articles provide details on the use of the Case Management module.
The module allows for fully integrated electronic case file management.
Cases, Sessions and Attendance can be recorded as required.
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Client Intake (Open a Case)
The CRM database Case Management functionality is tailored to each organisation. Your Case Management pages may have a slightly different... -
Add a Session
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Session Attendance – Named Attendee
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
Client Exit (Close the Case)
The CRM database Case Management functionality is tailored to each organisation. Your Case Management pages may have a slightly different... -
Case Notes Report
The Case Notes Report provides a summary of the client details and a chronological listing of their Sessions and Case... -
Case Management Statistics Report
The Case Management – Statistics Report allows you to monitor how many active clients you are currently managing. You may... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...