CareNet ONE Demo Guide (05.27.2026)

CareNet ONE Demo Guide (05.27.2026)

DEMO GUIDE

As of 05.27.2026

 

Welcome to CareNet ONE (CNO)! 

You can get hands-on with CNO to see how it can help your agency with your case management needs.  We encourage you to enter sample client data with fake personal identifying information (name, DOB, address, etc.) to simulate your work for your clients. 

This guide has been developed to assist in getting started in CNO.  Please note that adjustments are still being made in CNO while testing also continues.  Any verbiage or screenshots in this guide may change while you are exploring CNO. That said, we would appreciate any feedback or suggestions you may have. 

Initial Access to CNO

In CNO, a user profile will be created for a designated person at your agency.  As soon as the profile is created and saved, an email will be sent to that person.  Below is a sample email that will come from no-reply@caccarenet.com.  If you do not see it in your inbox, please check your junk folders.  If the email is not there, please confirm with us that we have the correct email address.
                   
 

For security purposes, the User must click on the Set Up Password button or the link in the email within 24 hours* of the email being sent.  The link will not be the same link as shown above.

      *After 24 hours, you will need to request that we send a new verification email for the designated person.  For Users other than the designated person, please see page 5 of this guide. 

A new window will open for you to create your password.  Passwords must be at least 12 characters and include at least one of each of the following:

  1. Uppercase letter
  2. Lowercase letter
  3. Number  
  4. Special character (!@#$%^&*...) 

After successfully creating and saving your password, a new window will open, prompting you to use your email address and password to log in. 


Demo Setup

The demo system you will be accessing is a shared site that people from different agencies will be using.  For your convenience, the following have already been added to allow you to quickly start exploring CNO:

  1. Settings -> Site Options
  2. Settings -> Modified Lists
  3. Settings -> Services
  4. Settings -> Special Classifications
  5. Settings -> Relationships
  6. Settings -> Form Dashboard
  7. Security -> Security Groups
  8. Security -> Permissions
  9. Personnel -> Agency
  10. Personnel -> Personnel


Feel free to add items as needed for your agency’s needs, but please refrain from making changes, disabling, or deleting existing entries and settings that you did not add to the demo area system. 

 

Personnel

Personnel is the area where agencies and personnel can be added and will be available in client accounts’ dropdown fields to select.  As shown below, there is a separate tab for Agency and Personnel.  Agencies are to be entered first before someone can be added to personnel.  


Agencies and personnel can be viewed, edited, enabled/disabled, and deleted by going to Actions, clicking on the three dots (…), and making your selection. 

Disabling personnel will remove them from the dropdown lists for users to select. 

Deleting agencies or personnel will remove them from CNO and from future use.  It will not remove any data associated with either.


Security

Security is the area where security groups can be added, permissions assigned, and users added. 

Security Groups are to be added before setting up permissions and adding users. 

The designated user can add other users by doing the following:

  1. Go to Security -> Users
  2. Click the Add User button
  3. Enter information for the required fields
    1. Agency
    2. First Name
    3. Last Name
    4. Gender
    5. Email Address
    6. Security Group
  4. Click the Save button
  5. A verification email will now be sent to that person at the email address provided.
  6. After they create their password, their email address will be verified in CNO.  

The screenshot below shows a variety of information about the users added to CNO.

 


Verification Status shows whether a user has verified their email address or not.  This is done when they create and save their password from the verification email sent when they were added as a user.  If a user has not been verified after 24 hours of receiving the email, you will need to send them another verification email.  This is done by going to Actions, clicking on the three dots (…), and selecting Resend verification email. 

MFA indicates whether a user has Multi-Factor Authentication enabled or not.  To enable or disable, go to Actions, click on the three dots (…), and select Enable MFA or Disable MFA accordingly.

Group shows which security group the user is in.  If this needs to be changed, select Edit User, make the changes, and save.

In Actions, there are other options available to make changes to the selected user, such as View Details, Reset login attempts, Disable Account, and Delete User, as shown below.



View Details allows you to view the details of the user profile.

Reset login attempts allows a user at your agency with permissions to add/edit personnel to clear out login attempts for a user when they have been locked out of CNO. 

Disable Account is used when a user no longer needs access to CNO and prohibits them from resetting their password to access CNO.  Any data that the user entered will be preserved. 

Delete User removes the user from CNO and will not be listed anywhere else.

 

Password Management

If a user forgets their password, they can reset it themselves.  CNO Support and agency users with appropriate permissions will not be able to reset or create temporary passwords.

The user can reset their password by submitting the email address used to log in to CNO and clicking on Forgot password?.  Confirmation that the request has been made will also appear as shown in the screenshots below. 


  

The user will receive an email that will come from no-reply@caccarenet.com, similar to the one shown below, to reset their password within one (1) hour, or you will have to request another reset link.  If the email is not in the inbox, please check the junk folders.  The link will not be the same as the one shown above.



Following the password guidelines, users will reset their password in a window like the one shown below.


A user has five (5) attempts to log into CNO.  After the 5th attempt, the User is locked out.  They can either wait 30 minutes before logging in again or have a user at your agency with permission to add/edit personnel to clear out the login attempts.

Finally, CNO will not allow you to use the last five (5) saved passwords when creating a new one.
  

Tool Tips

Tool Tips are available in many fields throughout CNO to help guide you to modifiable lists, personnel, or clarification about a field.



User Appearance

Each user can customize the appearance of their CNO with light and dark mode, six (6) different colors, adjust the text size, and change the radius of box outlines.



Medical and Therapy

Each tab can be customized using the Form Dashboard to create your own forms to capture the data you want.  A couple of examples have been provided for each tab.

 

Remember that forms are reportable in CNO!


Form Builder Sample

To help you see what each field type’s function is, an example has been created for your reference.  It can be found in the Forms tab of a client profile or in the Form Dashboard in Settings.

 

Reportable Forms

In CNO, any forms created, enabled, and used are fully reportable in the Report Builder.


Multiple Victims

If you have a client who has siblings, for example, who will also be receiving services at your agency, you may consider linking them and copying information to each other instead of typing the information multiple times.

Adding One (1) Linked Account

Create Client A and complete the client intake (Step 1:  Client and Demographics, Step 2:  Addresses and Phone Numbers, and Step 6:  Notes and Insurance) based on your agency’s needs and available information.  The remaining steps will be skipped.

Create Client B and complete the client intake (Step 1:  Client and Demographics, Step 2:  Addresses and Phone Numbers, Step 3:  Contacts, Step 4:  Alleged Perpetrator, Step 5:  Case Information, and Step 6:  Notes and Insurance) based on your agency’s needs and available information.  

When Client B’s intake is complete, you will see Client B’s Client Profile.  If you scroll down to the Linked Clients section, you can link Client A there. 

 

 

If you want to copy any Contacts to a Linked Client, click on the share icon and select which client you wish to copy the information to their client profile. 

 

You can do the same with Alleged Perpetrators, Case, and Services as shown in the screenshots below.

 

      NOTE:  Currently, Household Members cannot be copied, but when able, it will be performed the same way.

Check Client A and Client B’s client profiles to ensure the information reflects accurately on Linked Accounts and any copied information. 

Adding Two (2) or More Linked Accounts

Create Client A and complete the client intake (Step 1:  Client and Demographics, Step 2:  Addresses and Phone Numbers, and Step 6:  Notes and Insurance) based on your agency’s needs and available information.  The remaining steps will be skipped.

Create Client B and complete the client intake (Step 1:  Client and Demographics, Step 2:  Addresses and Phone Numbers, and Step 6:  Notes and Insurance) based on your agency’s needs and available information.  The remaining steps will be skipped.

Create Client C and complete the client intake (Step 1:  Client and Demographics, Step 2:  Addresses and Phone Numbers, Step 3:  Contacts, Step 4:  Alleged Perpetrator, Step 5:  Case Information, and Step 6:  Notes and Insurance) based on your agency’s needs and available information. 

When Client C’s intake is complete, you will see Client C’s Client Profile.  If you scroll down to the Linked Clients section, you can link Client A and Client B there.  Then you can copy information from Client C to Client A and Client B using the steps provided earlier for Contacts, Alleged Perpetrators, Case, and Services. 

      NOTE:  Currently, Household Members cannot be copied, but when able, it will be performed the same way.

Check Client A, Client B, and Client C’s client profiles to ensure the information reflects accurately on Linked Accounts and any copied information. 


If you have any questions or recommendations as you explore CNO, please contact us at support@omstinc.com. 


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