Release of Information Workflows during the COVID-19 pandemic.
API Beta Program
How to Include Specific Demographics in Reports
Is there a way to create different remote intake forms for the different programs our organization offers?
Adding a New Agent (User) and Disabling a Current Agent (User)
Changing Password
Updating or Changing Email Address
How do I upload documents to a Case file?
How To Add A New Agency
How to export client email addresses to CSV format?
Deleting a Case
Barcode Scanning + Client IDs
How do I reset my password?
Is there an API available?
What if I lose my password or can't remember it?
Printing a Blank Copy of the Release of Information Form (ROI)
Merging Duplicate Cases
Deactivating An Agency
Reactivating A Deactivated Agency
Can I Upload My Own Release of Information Form?
How to Change an Agent's Role
Duplicate Agencies