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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 ...

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...

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...

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...

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...

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...

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...

This article describes the differences between Quick Add / Inline Intakes vs Create New Associated [Case] and the advantages of using each process to enter ...

You can change the Case Type (also referred to as Intake Type) of an individual after you have started or completed the Intake process. Some common scenario...

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...