- Creating a Case
- Creating a Client
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Disabling Clients appearing in Surveys
For large families or groups it may be desirable to stop them appearing.
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Adding a Collateral rater
Once you add a client to a case you have the option of creating a Collateral Rater.
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Adding a Session to a Case
A session is automatically created when you administer a survey from the Case and Client List Screen.
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Editing Case details
To change the details of your case such as whether the case is open or closed.
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Editing Client details
Learn how to edit a Client record