Agency Statistics Report
The Agency Statistics Report provides a summary of the clients, case and sessions for the nominated time period. Instructions Step...
- Home
- Knowledge Base
- Case
-
-
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 Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
Create a Referral
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Case Notes Report
The Case Notes Report provides a summary of the client details and a chronological listing of their Sessions and Case... -
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 Management Statistics Report
The Case Management – Statistics Report allows you to monitor how many active clients you are currently managing. You may... -
Tenancy Case Notes Report
The Tenancy Case Note Report provides a summary of the client details and chronological listing of their Sessions and Case... -
Close a Tenancy Casefile (Client Exit)
At some point, a client may choose to end a Tenancy case or cease their relationship with your agency. In...