Casework

Casework - FS Guide

  The casework module is split into five sections (not counting an individual...

My Cases - FS Guide

  Your My Cases page is the best place to find and access all of your cases...

Reminders - FS Guide

  Reminders are optional triggers that will notify you both within...

Agencies - FS Guide

  You can organize agencies and add agency contacts on this page. On the ...

Casework Form Letters - FS Guide

  Navigate to Casework > Form Letters to review and edit your office’s case...

Case Templates - FS Guide

  If you have specific cases which you cover or divvy up casework in a part...

My Settings - FS Guide

  The My Settings section allows you to customize your preferences w...

Casework Tips & Tricks - FS Guide

  Clear and consistent communication among staff about adding casework tags...