User's Manual

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Once the Client Case page is completed, you may click the Close button located at the bottom right hand
corner of the page. This will bring you back to the Client Information page.
A case number will now be associated with your client. Click the Close button at the bottom right hand
corner of the page in order to return to the main menu.
Your client will now be listed in the drop-down menu underneath the Client Information button. To quickly
get into the client information screen, double click on the client’s name. To quicker access the client’s
case information, double click on the case number.