CS Care Glossary of Terms

• Related Articles

• CS Care- Case Creation

  STEP 1: Complete and Submit an Intake Survey Once a profile has been established, the next step is to complete an intake survey to create a case. Intake surveys AKA Initial assessments are used to capture initial data collection fields for a ...

• CS Care- Advanced Search

  How it Works Advanced search is a helpful tool for advanced filtering on cases for viewing, assigning, and exporting case data. The functionality of advanced search is based on dynamic rule creation. Filter rules can be used for one-time searching, ...

• CS Care- Profile Search and Creation

  Cases created in care always begin with a profile. Follow the steps below to select and/or create a profile to create a new case: STEP 1: Click Create New Case From the Cases page click the green “Create New Case” button on the upper right hand ...

• CS Care- My Calendar

  What is My Calendar? The My Calendar feature is a project-wide listing of referral follow-ups and case reminders completed on cases within a project. Each user's calendar is unique to themselves and inclusive of follow-up work completed on referrals. ...

• Case Overview Page

  The case overview page is your landing page when you first enter a project in CS Care. It includes two key features: Project Dashboard My Recent Cases Project Dashboard The project dashboard simply shows a high level overview of the project cases and ...