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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 and history, client communications

Client Management

  • How to assign Case Lead on Case Management Detail Panel
  • How to set Mandatory or Optional fields on Client Detail & Case Management panel.
  • Cases - Main Page
  • Cases - Active
  • Cases - Archived
  • Cases - Applicants
See all 16 articles

Case Board

  • Client Notes - View Notes on Case File
  • Case Board Overview
  • How to Add / Delete Activities to a Program from within a Case
  • How to Assign a Worker to an Activity
  • How to Attach Documents to an Activity
  • Delayed Activities and How to Revert Delayed Activities

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Suite 110,
Kentucky 40503
859-214-0373
support@planstreetinc.com

KEY TOPICS

  • Product
  • Integrations
  • Pricing
  • Resources

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