General

Conflict Check
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
Create a New Case
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
Create a New Associated Case
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
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
Edit Intake Information
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
Add a New Relationship
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
Edit Existing Relationships
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
Quick Add / Inline Intake vs Create New Associated... Comparison
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
Change Case Type
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...
Thu, 28 Apr, 2022 at 11:25 PM
Change Case Status
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