Overview
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Detail
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The “Details” tab is where consumers are initially inserted into the software. This houses basic demographic information, consumer contact information, Employer Name, Case Manager Name, and identifications numbers with the options to list additional or user defined information below. Required fields are in BOLD.
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Detail
You can insert customers by completing the following steps:
Click insert
Enter all required fields
Click save
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If the consumer is also the employer, then you can click “Insert as Employer” at the top which will create the current consumer as an employer, and assign it to the consumer automatically. |