- Add a New Case from Workspace
- Add a New Case from Cross Agency Search
- Add a New Case from Referral
- Add a New Case by Readmitting a Closed Case
- Related Topics
Adding a New Case from Workspace
- Hover over the “Add Case” button on the action bar on your workspace, and select a program.
Image: “Add Case” Screen
- Complete the fields and be sure to save your work. Please see our Case Screen articles, for more information.
Admit from Foster Care.
(You must have a Foster Care module in extendedReach for this to function).
Image: Admit From Foster Care
Accept a pending referral.
Image: “Accept” Referral
- Please see our Case Referrals article, for more information.
Readmit a closed case.
(A new case will be created.)
Image: “Readmit” Case
- Please see our Readmitting a Case article, for more information.
Next Topic Case Screen: General Tab →