This article is meant to assist you with adding a case.
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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.

(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

Readmit a closed case.

(A new case will be created.)

Image: “Readmit” Case

Next Topic Case Screen: General Tab →