General Case Management Support Documentation

• How to send text message appointment reminders
• How do I add my appointments and due tasks to my calendar?
• How to add and edit working hours
• Is there a mobile app for extendedReach?
• How to delete a scheduled appointment
• 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?

Browse all articles

• Adding a Staff Signature
• Content Controls
• Custom Form Builder
• Zoho Reports Overview
• Online Referral Form
• Using The Scanner Inbox
• Creating and Editing Web Documents
• Adding a Staff Profile
• Restore Deleted Activities, Reports, and Appointments
• Adding a User ID

Browse all articles