Ongoing Client Management

The application provides tools to facilitate the agency in the ongoing management of its clients, their family members and any other parties who are involved with its cases.

Ongoing client management also includes managing case members and case participants, determining the need for a translator to mediate between a client and the agency, and maintaining client contact information. Client contact information includes contracts between the agency and its case members, communications between the agency and any case participant and attachments. Typically attachments are provided to the agency by a client in support of his or her case.