Cases

To view and manage all cases created for the client within the system

You can access the history of all cases in the system and manage those assigned to you.

Referrals Tab

Filter

Quickly find cases by:

• Filtering by Service, Case Status, Referral Date Range, Referral Source, Referral Reason, or Assigned Staff.

Referrals - Filters

Managing Cases

Manage your cases by clicking the button on the card:

• Edit Referral Details - Update the referral source, reasons, and remarks.

• Change Case Assignment - Assign, reassign, or unassign a caseworker.

• Set Case Status - Update the case status based on case progression.

Referrals - Manage Referrals

Only cases with a Pending status can be cancelled. If you want to cancel an active case, first change its status to Pending, then cancel it.

Cancelling Cases

To cancel this case, you'll need to provide a reason. This reason will be recorded in the client's profile for record.

Reason for Cancellation

To see the cancellation reason, hover over the "Cancelled" badge on the "All Cases" page or under the "Timeline" tab in the client's profile.