Editing an Existing Case

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After a case has been created, it is possible to review and edit it. To do this, hover over Client and click on My Cases. Click on the case you would like to edit or view. It will bring up the View Case Screen.

To edit the action plan, scroll to the bottom and click on the action plan ID. To edit the case, click on the Edit Case tab.  From here, you can add more action plans and edit other areas of the case. For printing purposes, you can also view the case in compressed format and click print and the bottom left of the screen.