🧑‍💼 Caseworker Help Guide

Tools to help you support families, manage deadlines, and keep your caseload on track.

🎥 Watch: Welcome to Your Case Plan – For Caseworkers

🚀 Getting Started

• 📧 Activate Your Account
• 💻 Log In & Set Up Your Workspace

🗂 Managing Cases

• 📁 View and Organize Cases
• 📝 Add Case Notes
• 📎 Upload Case Documents
• 🧭 Track Court Dates & Events

👥 Working with Clients

• ➕ How to Add a Client
• 📝 Assigning Tasks to Clients
• 💬 Messaging with Clients

💡 Tips & Best Practices

• 📅 Use your dashboard for weekly planning
• ✅ Use note categories to stay organized
• 📤 Share regular updates with your team for visibility and coordination

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