Case Management FAQs
This article covers the most frequently asked questions regarding the Case Management application.
- How do I delete a client?
- Is there a way to disable the Leave Site prompt?
- If I change a client's information after a visit is completed will it be visible on an export?
- Does Consent to Contact set at the regional level carry through to networks and agencies?
- If an organization changes their eSignature Disclaimer for TEFAP would that mean that everyone would need to re-sign for TEFAP on their Network?
- Why do some addresses in Canada not populate when using address auto-complete?
- Who can access the Review Data button within the Programs menu?
- When adding a phone number what type does it default to?