Client Profile MDT Tab

Client Profile MDT Tab

A major addition to the client profile is the MDT tab. Within the MDT tab you can you view historical meeting notes, print out meeting notes and modify what case lists a client is apart of. To learn more about the MDT tab please follow along below:

Step 1. Navigate to a client profile.
Step 2. Once on the client profile click the 'MDT' navigation button. On the MDT tab you will be able to: search through meetings by keyword (A), print out MDT notes for this specific client (B), view the complete meeting the client was apart of (C), meeting information (D), modify what case list the client is apart of (E) and change MDT roster status (F).
Important: Only recorded meeting notes will show up in the MDT tab. If notes are missing from the tab, double check to see if that meeting was recorded or not.


Step 3. To change what case list a client is apart of simply expand the allegation you want to change, and then check/uncheck the boxes next to the case lists that have already been setup. For more information on setting up case lists click here.


    • Related Articles

    • MDT Profile Tab - Video

      Please check out these other videos talking about the new MDT functionality: MDT Lists MDT Reports Creating an MDT Meeting

    • MDT Reports - Video

      Please check out these other videos talking about the new MDT functionality: Client Profile MDT Tab MDT Lists Creating an MDT Meeting

    • Creating a MDT Meeting - Step by Step

      Within CAC CareNet we offer an easy solution for MDT meetings. To learn how to create and start an MDT meeting please follow the steps below: Step 1. From the Dashboard press the MDT Manager button. Note: Depending on your permission set you may ...

    • Using the Case Tab in CAC CareNet

      There are a few different sections to the Case Tab in CAC CareNet. Please review the article below to find out more! 1. Navigate to a client profile and click on the case tab. 2. Once on a the case tab you are given the opportunity to enter ...

    • Client Profile Calendar - Step by Step

      The client profile is now integrated with the calendar with CareNet. To learn more about this functionality please follow along below: Step 1. Navigate to a client profile. Once on a client profile the calendar view will appear on the 'Profile' tab. ...

    • Announcements

    • Browser Compatibility (Support for IE 11 Discontinued)

      CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.