Feb 3
Thursday, February 3, 2022 12:00 pm - 1:30 pm Virtual on zoom

Learn more about these two great features that all caseworkers should be aware of. Find out how, and where, to access the client history and how to upload documents.

Client History

  • See all of a client’s history in one place (past assistance, red flag, cases with and without assistance, etc.)
  • View history prior to working with the client
  • View as an open case, or
  • When the case is closed.

Uploading Documents

  • Allows other Conference members to view them
  • Attach a document (i.e. lease, utility bill, etc.) to a case for future reference
  • Great way to retain very important documents in a digital format.

Both of these features are must-haves to add to your CMS toolbox.

Targeted Audience
Caseworkers and Treasurers