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Case Management

Provides your organization with one central location to store and track all client data. This includes things like contact information, case notes, appointment scheduling, history, and client communications

Client Management

  • Renaming Fields on Case Details and Case Management Details Panels in Street Admin
  • How to Send Intake Copy
  • How to Hide Unneeded Columns on the Case Grid
  • How to Simultaneously Update Multiple Cases
  • Case Linking New Functionality
  • How to Schedule an Appointment within a Case File
See all 23 articles

Case Board

  • How to add a Case Note to a Case File
  • @Mention for Activity Comments and Case Details Comments
  • How to filter by date in "My Activities"
  • Client Notes - View Notes on Case File
  • Case Board Overview
  • How to Add / Delete Activities to a Program from within a Case
See all 9 articles

220 Lexington Green Circle
Suite 110
Kentucky 40503
859-214-0373
support@planstreetinc.com

KEY TOPICS

  • Product
  • Integrations
  • Pricing
  • Resources

VIDEOS

  • Client Portal
  • Prison Reentry
  • Case Management Overview
  • Resource Allocation

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