Case Manager
- Editing Client Demographics
- Adding Residency Information to a Client
- Adding Educational Information to a Client
- Adding a Client Relationship Contact
- Adding a Client Mugshot
- Adding a Client Note
- Adding an Assessment
- Deleting a Client
- Editing or Deleting Client Mugshots
- Tags, Flags, Sharing, and Daily Log
- Administration: Adding a new Attorney
- Summary Panels
- Using the Client Audit Checklist
- Making Mugshots Square
- System-Based Text Message & Email Reminders
- General Profile
- Notes
- Medical
- Assessment
- Contacts
- Service Plans