Client Intake/Referrals
Client Account Lock - Step by Step
Within the client profile you have the option to lock a client profile to a specific personnel or multiple. The process to locking a client profile is an easy process, please follow the steps below: Step 1. Navigate to a client profile. This can be ...
Client Intake Update
Within the client intake two major changes have occurred. Those are: Multiple Addresses (for clients and associated people) Income Level To check out functionality and use please review the two sections below. Multiple Addresses (Clients & Associated ...
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 ...
Setting Up Co-Victims - Step by Step
Whether you're setting up a profile for the first time or updating a current profile the co-victim status is a handy tool that can be used to save you time. The benefits of using the co-victim status are: You can create a band new client account off ...
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 ...
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 ...