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The Case Manager module is where each Case Manager’s information is stored in ArborSoft. The Case Manager module is where ArborSoft makes the connection between the Consumer(s) and the Case Manager. The Consumer must be entered into the Consumer modules before you can establish the relationship in the Case Manager module.

The Case Manager module has the following tabs:

  1. Case Manager Search

  2. Case Manager Details

  3. Case Manager Notes

  4. Case Manager Consumers

  5. Case Manager Documents

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