General
The Conflict Check is performed to determine whether a person has already been entered into Collaborate. The most likely scenario when this happens is when ...
Thu, 28 Apr, 2022 at 10:56 PM
NOTE: This article describes how to create a brand new case in Collaborate. For information on how to create additional cases associated with an existing ca...
Thu, 28 Apr, 2022 at 11:13 PM
After an initial primary case has been created in Collaborate, the recommended method to add additional persons, or Associated Cases, to an existing case is...
Thu, 18 Jul, 2024 at 3:24 PM
Quick Add Associated Persons (aka In-line Case Add) allows you to quickly add associated cases during various intake processes, as well as after an Intake h...
Thu, 18 Jul, 2024 at 3:24 PM
NOTE: The steps of intake vary for every application & each Intake Type. To edit the information contained within the intake of a case, click the Ed...
Thu, 28 Apr, 2022 at 11:16 PM
To Add a New Relationship between cases that are already entered into Collaborate, click the link within the Associated Case Actions section of the left-han...
Thu, 28 Apr, 2022 at 11:17 PM
To add, remove, or update existing relationships on a case, click the Edit Existing Relationships link within the Associated Case Actions section of the lef...
Thu, 28 Apr, 2022 at 11:18 PM
This article describes the differences between Quick Add / Inline Intakes vs Create New Associated [Case] and the advantages of using each process to enter ...
Thu, 28 Apr, 2022 at 11:19 PM
The Case Status of a case can be updated after you have started or completed the Intake process. The most common scenario where you would want to change a c...
Wed, 27 Apr, 2022 at 5:14 PM
The Person Profile collates information from multiple Cases for the same person into a single view. In this view, Users can see the most recent Services fro...
Mon, 6 Jun, 2022 at 10:48 AM