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

Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,...

A Child Referral accompanies a child coming into care – it contains important handover information for your agency.   Instructions...

Once a Carer Household has been through the assessment process and is approved, the Status is set to Active and...

DEX Portal File Processing returns the following error: Error Referral Source Code is not valid Cause Incorrect data in the...

Family Preservation functionality provides holistic case management for children and adults by linking their client or child records, individual details...