Adding a New Case to the Account

To add a new case to the account:

In the Add Case page:

1. (Required) Enter the case number in the Case # field.

2. Select the appropriate agency form the drop-down list next to the Agency field.

3. Select the case area identification number from the drop-down list next to the Case Area ID field.

4. Click the Add Case button. A confirmation message displays on the Case / Client List page stating that the case is successfully added to the database.

· The Account # field is Read-Only.

· The Creation Date field is Read-Only and defaults to the current date.

· The Cash Distribution Method field is Read-Only and defaults to Plastic.

· The Case Status field is Read-Only and defaults to Active for most states.

Click the Cancel button to exit the page without adding a new case.

After a new case is added to an account, a client can be added to the case. See Adding a Client to a New Case.