Creating a New Client - Video

Creating a New Client - Video


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    • Adding a New Client - Step by Step

      Adding a new client to CAC CareNet requires several steps but is an easy process! To enter a new client follow the steps below: 1. When adding a new client first click Clients tab. 2. Once the page reloads you will be on the client manager page. From ...
    • Creating a New Client Account - Step-by-Step

      If a client you've served in the past is now coming in again for a brand new set of services or new case creating a new account will be a necessary step. The account system within CAC CareNet allows us to have one client profile while being able to ...
    • Creating a New Personnel - Step by Step

      Within this guide we'll go over how to create a new personnel profile in your database. This guide will only cover the creation of the new personnel profile, not applying permissions to a personnel profile. To learn more about applying permissions to ...
    • Adding a New Contact to an Existing Client - Step by Step

      Through the progression of providing services to a client you might come across new contacts you'd like to store within your database. To attach a new contact to an existing client profile follow the steps below: Step 1: Open up the profile of the ...
    • Accepting a Client Referral - Step by Step

      The client referral system with CAC CareNet allows you to accept referrals from outside agencies, saving you the hassle of entering basic demographic and case information! After a referral has been submitted by a referral user (to learn how to create ...
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    • 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.