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The case tabs
When you open a case, everything about the real person behind it lives in a set of tabs. Here's what each one is for.
Overview
The at-a-glance summary: the person's name, their organization, the current step, when the case opened, and your notes. You'll also see a quick peek at signed documents and recent attachments, plus any documents the current step still needs. Select Edit case to update the details.
Contact
Your record of every time you reached out — a call, a text, an email — and how it went. Add the people connected to this case here too (a parent or guardian, for example), so you always know who to talk to.
Attachments
A safe place to keep files with the case. Drag a file in or select to upload — PDFs, images, Office documents, and more (up to 50 MB each). Everything you upload is listed here to download later.
E-Sign
Send consent forms and agreements for signature, and track where each one stands. This is the heart of E-Sign — you can email a document out or sign it in the office.
Appointments
The visits booked for this case, upcoming and past. Add an appointment, and mark it complete, no-show, or cancelled as things happen. A small dot appears on the tab when a visit is coming up within a day.
One calendar for every case
This tab shows one case's visits. To see every booked visit across all your cases on a month calendar, flip the case board's left panel to Appointments.
Groups
The Groups tab shows the groups this person is in right now, sorted by program. For each group, you can see when they enrolled, how many sessions they've attended, and their status.
Groups the person has finished or left are listed under Past. Select Past to open the list.
Drop-in groups and outreach have no progress to track, so they sit in their own closed section, Drop-in and outreach, under the others. Its heading shows how many there are; open it to see them. Select Open on an outreach to go to that outreach, or Roster on a drop-in group.
This tab can be useful when you're talking with someone about a case and want to explain how the person is doing. It can also help when a case has been on the same step for a while and you want to check whether attendance is the reason.
Checking attendance
- Select the arrow in the Attendance column, next to the group.
- Look over the last 8 weeks of sessions. Each one has a mark: P for present, A for absent, and E for excused. A dash usually means no one took attendance that day.
- To see every session, select View attendance. The full attendance list opens in a new tab.
Under the marks, a short line sums things up. For example, it shows the last day the person was present and how many sessions they missed. For a past group, you'll see the 8 weeks before they left.
Going to the group
Select Roster to open the group in a new tab. That's where you take attendance or mark someone complete. Open Groups takes you to the list of all groups. To enroll the person in a new group, open that group and add them from its Roster tab.
See Sessions and attendance for more about the full attendance list.
Timeline
A complete, automatic history of the case — every status change, contact attempt, appointment, and document, grouped by day. Notes people left on a move sit right under it, and you can show just one kind of event when you're looking for something specific. When you need to know "what happened and when," it's all here — see The case timeline.
Some tabs depend on your role
If your role is view-only, you'll see the case but won't see the editing tools (and the E-Sign tab is hidden). You'll only see the Groups tab if your role includes both Intake and Groups. That's expected — see Roles and permissions.