General

Case Restrictions
TABLE OF CONTENTS Create a Case Restriction Edit an Existing Restriction Remove/Delete an Existing Restriction Create a Case Restriction The Restrict...
Thu, 26 Jun, 2025 at 3:52 PM
Case Review - 2022 Improvements & Updates
TABLE OF CONTENTS Introduction Overview of Changes MDT County Field Managing Invitees and Attendees at the Staffing Level Add New Cases to an In-progr...
Mon, 17 Oct, 2022 at 3:27 PM
In-Line Add New Contact
The “In-Line Add New Contact” feature allows you to add a new Contact in Collaborate on the spot, without leaving the current tab of the application you'...
Tue, 20 Dec, 2022 at 9:51 AM
Service Date Start and End Times Enhancements
New for November 2022, Collaborate now allows Users to record Services that occurred overnight, or over the course of more than one day. NOTE: This upda...
Tue, 15 Nov, 2022 at 1:31 PM
Update - Standard Simple Service Batch - Add Service Note
For the full article regarding how to perform a Standard Simple Service Batch, please click here. Service Notes can now be added to each simple service ...
Thu, 11 Jan, 2024 at 3:02 PM
Viewing and Downloading Documents and PDFs
PDFs that have been uploaded to Collaborate can now be viewed directly via the application instead of having to download the document to your local computer...
Wed, 31 Jan, 2024 at 12:00 PM
Programs Overview
TABLE OF CONTENTS Programs Overview Program Case Profile Program Status Updating Program Status Individual Case Profile Program Case Profile Pr...
Tue, 3 Sep, 2024 at 11:00 AM
Mental Health Referral Dashboard
This article will discuss the Mental Health Referral Dashboard. The dashboard can be accessed via the Home Page by clicking the “Mental Health Referr...
Thu, 14 Nov, 2024 at 10:50 AM
MDT Case Records
With MDT Case Records, tracking MDT Case Progress is easier than ever! Here is how CACs of Illinois utilize MDT Case Records to track their MDT Case P...
Tue, 28 Jan, 2025 at 3:50 PM
Funding Source Manager
Simplify Your Non-Profit's Funder Management If you need to report to multiple grant funders, track their funding requirement changes over time...
Fri, 28 Mar, 2025 at 4:11 PM