General Case Management Support Documentation

• How to send text message appointment reminders
• How do I add my appointments and due tasks to my calendar?
• Is there a mobile app for extendedReach?
• How to add and edit working hours
• How can I recover changes to a document that did not save or a file that I accidentally deleted?
• How to add and remove an insurance provider
• Why can't I edit or add an activity or report?
• How to add and remove prepaid funding
• What is the Maximum File Size?
• How to delete a scheduled appointment

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• Adding a Staff Signature
• Online Referral Form
• Zoho Reports Overview
• Adding a Staff Profile
• Restore Deleted Activities, Reports, and Appointments
• Automatic Tracking of Email Correspondence
• Using The Scanner Inbox
• Adding a User ID
• Deleting a User/ De-Activating Staff Profile: Employee Leaves Agency
• Zoho Reports: Pivot Tables

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