This article will discuss the Cases page.
To access the Cases page, click the Cases tab.
The Cases page contains the Cases Listview, which is a list of all the cases that have been entered into Collaborate for your center.
To view a particular case, click on the Case ID# of the case you would like to view.
New User Training Series
- New User Training - Start Here
- Logging In
- Requesting a Password Reset
- Submitting a Support Request
- Using the Help Widget
- Listviews
- Conflict Check
- Entering Intakes
- Case Profile Page
- In-Line Case Add / Quick Add
- Elaborate and Simple Services
- Scheduling Services
- Conducting Services
- Editing Services
- Editing Service Appointments
- Quick Batch Simple Service
- Standard Batch Simple Service
- Adding Case Notes
- Editing and Deleting Notes
- Adding Service Notes
- Managing Documents
- Adding Subfolders and Organizing Documents
- Updating Case Status
- Changing Intake Types