Case Manager
- Searching for a Client
- Creating a New Client
- Updating a Client Profile
- 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 a New Drug Test Report
- Adding an Assessment
- Adding an Attachment to a Note
- Adding an Attorney Appointment
- Administration: Drug Tests
- Deleting a Client
- Deleting a Note
- Designating a Client’s Primary Residence
- Editing an Existing Note
- Editing or Deleting a Client’s Educational Information
- Editing or Deleting a Relationship or Contact
- Editing or Deleting an Attorney Appointment
- Editing or Deleting Client Mugshots
- Editing or Deleting Residency Information for a Client
- Medical Application
- Modifying the Client Team Members
- Searching and Filtering Notes
- Service Plans Application
- Adding a Client’s Medication
- Medication Schedules
- Distributing Medication
- Administration: Adding a new Attorney
- Creating a new Therapist, Referee, or Judge
- Client Restrictions
- Making a Client Contact a Portal User (Casestream Connect)
- Transactions & Daily Point Tracking
- Summary Panels
- Assessment Overrides
- Separation Information in YouthCenter
- Service Plan Administration
- Adding a Program Placement
- Adding a Physical Placement
- Using the Client Audit Checklist
- Adding a Court Case & Court Case Occurrence
- Adding Facility/Residential Placement Programs: Intake & Release