extendedReach General Case Management (GCM) Help
  • FAQ
  • Quick Guides
  • General Help Articles

Working with Cases

  • Adding a Case
  • Adding a Referral
  • Adding and Editing Information
  • Adding Web Documents
  • Case Screen: Allergies Tab
  • Case Screen: Compliance Tab
  • Case Screen: Diagnosis Tab
  • Case Screen: Financial Tab
  • Case Screen: General Tab
  • Case Screen: Insurance Tab
  • Case Screen: Medication Tab
  • Case Screen: People Tab
  • Case Screen: Records Tab
  • Case Screen: Referral Tab
  • Case Screen: Treatment Tab
  • Closing a Case
  • Creating, Approving, and Completing Activities and Reports (Workflow)
  • Family Group ID
  • Group Session Notes
  • Online Referral Form
  • 1
  • 2

Categories

  • Agency System Administrator: Activity Types, Report Types, Print Templates
  • Agency System Administrator: Misc.
  • Agency System Administrator: System Settings
  • Agency System Administrator: Program Settings
  • Agency System Administrator: User IDs and Staff
  • Documents and Files
  • Enterprise Financials
  • Getting Started
  • Using the Side Menu (Views)
  • Working with Cases
  • Workspace (Home Page) Layout
  • Zoho Analytics
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