Adding a Case
- Add a New Case from Workspace
- Add a New Case from Cross Agency Search
- Add a New Case from Referral
- Add a New Case by Readmitting a Closed Case
This article is meant to assist you with adding a case.
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or you can contact support at firstname.lastname@example.org.
Adding a New Case from Workspace
Hover over the “Add Case” button on the action bar on your workspace, and select a program.
Image: “Add Case” Screen
Complete the fields and be sure to save your work. Please see our Case Screen articles, for more information.
Perform a Cross Agency Search for a Case Served at Another Agency
(You must have “send/receive online referrals” enabled by your Agency Administrator for this to function).
Image: Cross Agency Search
Accept a Pending Referral
To accept the referral and open a new case, click on Referral Status > Accept Referral + Open Case. Note: your pop-up blocker needs to be disabled in order for you to deny and accept referrals.
Image: “Accept” Referral
Readmit a Closed Case
You can also readmit a case if it has been closed. Similarly, if there is a case that was admitted to the wrong program, you would discharge the case and readmit it into the appropriate program to correct that problem. A new case will be created once you click on the Readmit button.
Please see our Readmitting a Foster Child article, for more information.
Image: “Readmit” Case