Case Management

Case Management

The CRM database Case Management functionality is tailored to each organisation.  Although each installation may differ slightly, the following information...

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,...

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...