Client Management

Providing Staff Access to the Unassigned Client Pool
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
Transfer Clients That Already Exist in the System
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
Multiple Staff Caseload
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