Cases Hub Overview
The Cases Hub is one of the 5 main Caseload Manager Hubs. It is in the bottom portion of your home screen. The Cases Hub will display all of the cases that you have access to view. You may select which case fields display on your home screen, and you can filter which cases you see. You may also use these same Slect Fields and Filter settings to export information out of your Cases Hub.
- Assigning Case Field Access
- Automated Calendar and Email Follow-ups
- Cases Available
- Filter Cases
- Staff/Case Activities Report
- Filter for Pending Cases
- Case Date Range Filter
- Custom Case Field Report
- Case Types Report
- Full Screen Display
- Exporting Cases and Case Data