Content
- Introduction
- Add a New Case from Workspace
- Add a New Case from Foster Care
- Add a New Case from Referral
Introduction
This article is meant to assist you with adding a case.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com.
Adding a New Case from Workspace
Hover over the “Add Case” button on the action bar on your workspace, and select a program. You will then be redirected to the General tab of a new case -- complete the fields and be sure to save your work!
Image: “Add Case” Screen
Admit from Foster Care
You must have a Foster Care module in extendedReach for this to function.
Click on Add Case and scroll down to where it says "Admit from Foster Care". A pop-up will then appear allowing you to search for the individual that you want to add. Select the individual you want to admit.
Image: Admit From Foster Care
Accept a Pending Referral
To open a case that was a referral, click on Referral Status and select "Accept Referral + Open Case".
Note: a pop-up may appear when accepting/opening the case. You will need to disable your pop-up blocker in order to properly accept/open the case.
Image: “Accept” Referral
