Case Manager Details Tab

Owned by Amber Jones (Unlicensed)
Last updated: Oct 11, 2022 by Patrick Reynolds
1 min read

Overview

The “Details” tab is where case managers are initially inserted into the software. The “Details” tab houses basic demographic information, Agency Name and web password.

Detail

To Insert a Case Manager:

  1. Click insert

  2. Type all required fields

  3. Click save

Required items are marked with a BOLD title

Drop-down items will default according to the defaults set in the Management Module.