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About the Case Management Forms

The sub-topics for this topic provide field-by-field information on every form used when setting up and administering Case Management. They are intended for use as a reference for the various fields on the forms associated with the services found in the Case Management application.

The forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order. Note that the fields marked as required in these sub-topics are not automatically populated and must be completed by a user to save a record.

The following sub-topics contain information on the Case Management forms:



The following services relate to the Case Management application but are described in topics. Refer to the locations specified below for information on the following services:

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