HOW TO CREATE A CASE FOR AN EXISTING CONTACT

For our case creation video, click here.

1. From the contact's profile, click on the Cases tab.
2. Click the Create Case button.
3. The Case Wizard will pop-up, and take you through a guided process for creating a case.  You will choose the main case party, enter in general information, link case workers, link the appropriate case parties, and choose the necessary forms.