Client Management
Agency Administrators have the option to give staff access to the "Unassigned Client Pool." This option is available under the "Agency Polic...
Mon, 26 Jun, 2023 at 1:44 PM
When adding a client on your “Manage Clients” page, the system detects if the client is already in the system. If the client exists in the system within yo...
Mon, 26 Jun, 2023 at 1:48 PM
The CG Tools Platform supports a multiple staff caseload, when more than one staff is assigned to a case, with a TOD subscription. If your agency structure...
Mon, 18 Sep, 2023 at 3:56 PM