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.
1. The Case Detail page can be accessed at any time by going to the Case main page.
2. Click on the case you want to edit or update from the Cases List.
After landing on the Case Board, click on the Case Detail tab. Here you can add or edit any data about the case.
3. Click on the Edit button on the top left to activate the editing screen.
In Basic Information you need to enter Case Name. You can edit the name of the case as many times you want.
Next Section to edit information 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.
In the next section you can edit or update 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 Case Management Details section you may provide the client demographics, which includes: gender, marital status, preferred language, race, ethnicity and income.
After Client Demographics section, the next section is Household Details. In this section you can provide the information about you family, income, house, rent and other related information.
After Household details section, the next section isInsurance details of the client, which includes: insurance provider, policy#, group#, holder name and holder relationship to client.
After providing the information click on Save at the bottom of the page to save the case details.