Process Flow

There are two main pathways for creating new Cases: 

1. Begin by creating a new Case from the Home tab (#4 below) or Case tab then add Case Contacts. Forms are added to the appropriate Case Contact. Case Notes, Files and Sessions are added directly to the Case.

   

Instructions

Related articles

• Page:
  Creating a Case
• Page:
  Closing a Case
• Page:
  Adding Another Case Case Contact to a Case
• Page:
  Adding an Intake Form or MSE to a Case
• Page:
  Adding a Session to a Case