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The Conflict Check is performed to determine whether a person has already been entered into Collaborate. The most likely scenario when this happens is when ...

NOTE: This article describes how to create a brand new case in Collaborate. For information on how to create additional cases associated with an existing ca...

NOTE: This article describes how to create additional cases from a referral after an initial primary case has been entered into Collaborate. For information...

NOTE: This feature is not available to all Networks. For those Networks that do have the functionality, its purpose varies. Quick Add Associated Persons...

NOTE: The steps of intake vary for every application & each Intake Type. To edit the information contained within the intake of a case, click the Ed...

To Add a New Relationship between cases that are already entered into Collaborate, click the link within the Associated Case Actions section of the left-han...

To add, remove, or update existing relationships on a case, click the Edit Existing Relationships link within the Associated Case Actions section of the lef...

This article describes the differences between Quick Add / Inline Intakes vs Create New Associated [Case] and the advantages of using each process to enter ...

You can change the Case Type (also referred to as Intake Type) of an individual after you have started or completed the Intake process. Some common scenario...

The Case Status of a case can be updated after you have started or completed the Intake process. The most common scenario where you would want to change a c...