Adding a Case

Content

  • Introduction
  • Add a New Case from Workspace
  • Add a New Case from Foster Care
  • Add a New Case from Referral

Introduction

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 contact support at support@extendedreach.com. 

Adding a New Case from Workspace

Hover over the “Add Case” button on the action bar on your workspace, and select a program. You will then be redirected to the General tab of a new case -- complete the fields and be sure to save your work!

Image: “Add Case” Screen

Admit from Foster Care

You must have a Foster Care module in extendedReach for this to function. 

Click on Add Case and scroll down to where it says "Admit from Foster Care". A pop-up will then appear allowing you to search for the individual that you want to add. Select the individual you want to admit. 

Image: Admit From Foster Care

Accept a Pending Referral

To open a case that was a referral, click on Referral Status and select "Accept Referral + Open Case".

Note: a pop-up may appear when accepting/opening the case. You will need to disable your pop-up blocker in order to properly accept/open the case. 

Image: “Accept” Referral

Still need help? Contact Us Contact Us