Case Manager
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      Case Manager Add Report

      Learn how Case Managers can easily add reports using Case Manager system with our step-by-step guide

      To add a report, follow the steps below.

      1. Hover to Messaging icon Messaging icon on the menu then click + Add new case.

      Messaging menu

      2. Complete the mandatory fields (*).

      Add a new case page

      3. Click SAVE.

      4. Choose a case owner that will be responsible for the case or you can select SKIP.

      Choose a case owner modal

      5. Complete case details.