The case detail page is where users can view or edit any details about their cases. When creating a case, this is the first page the user is directed to, so that they can enter all the case's basic information.
The Case Detail page can be accessed at any time by going to the Case Page, selecting the case name from the Case Summary.
Click on the Case Detail tab. Here you can add or edit any data about the case.
In Basic Information you need to enter Case Name. You can edit the name of the case as many times you want.
Next is Client Details, you are required to enter the basic information about the client. The information includes: full name, address, DOB, SSN, email and emergency contact details.
After client details you may provide the client demographics, which includes: gender, marital status, preferred language, race, ethnicity and income.
After Client demographics you may enter the insurance details of the client, which includes: insurance provider, policy#, group#, holder name and holder relationship to client.
In the end you may enter case management details, which includes: the date of the case created, case owner (who can only view the cases), Teams working on the project, published (If published the Case is shown on My Street, Street Financial and Street Portfolio), you can also attach the forms if here are any, case description, comments and replies.
After providing the information click on Save at the bottom of the page to save the case details.