Referral

Case Management

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

Create a Referral

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

Create a Foster/Respite Referral

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

Create a Family Preservation Session

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