Short answer
Case Management stays out of the sidebar until your agency turns it on. Open Settings, then Modules, find Optional pages and choose Yes next to Case Management. It then shows in the sidebar below Caregivers. If you open a Case Management link while it is off, the page says so and an administrator can tap Turn it on for everyone.
Step by step
- Open Settings and choose the Modules tab.
- Find the Optional pages card.
- Next to Case Management (Do you keep caseloads, client groups and a log of care updates?), choose Yes.
- Case Management now shows in the sidebar, below Caregivers and above Applicants.
- To hide it again, choose No. Nothing you recorded there is deleted.
Good to know
- Most agencies do not need it. It is for caseloads (a case manager or care coordinator for each client), client groups and a log of calls and visits.
- New agency? In Setup, tick Case Management (caseloads and client groups) under what you will use. Select all leaves it unticked.
- Still missing? Your permission group may have Case Management turned off. An administrator can change it in Settings.
- Client groups live on Case Management, so it must be on to make groups or to apply ADLs and forms to a group.