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
- Tags, Flags, Sharing, and Daily Log
- Adding a Client Mugshot
- Designating a Client’s Primary Residence
- Editing or Deleting a Client’s Educational Information
- Editing or Deleting Client Mugshots
- Editing or Deleting Residency Information for a Client
- Adding a Client Note
- Adding an Attachment to a Note
- Deleting a Note
- Editing an Existing Note
- Searching and Filtering Notes
- Adding a New Drug Test Report
- Medical Application
- Adding a Client’s Medication
- Medication Schedules
- Distributing Medication
- Adding an Attorney Appointment
- Editing or Deleting a Relationship or Contact
- Editing or Deleting an Attorney Appointment
- Modifying the Client Team Members