Case Hub - No Match Exists

  1. Overview
  2. Creating a Client/Case
  3. Case Hub - No Match Exists

If there is no matching client on the system, we must assume this is a new client. To create a new client record, complete as much of the client profile as possible with the information you have, or the client/referrer can give you in the fields on the left hand side of the Case Hub screen.

Complete as much information as possible.

Next Step: Select Case Type


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