General
Creating Online Contact Create Forms
Overview Sumac’s Online Forms feature in the Case Portal allows organizations to create secure online forms that create new contact records in Sumac. Contact Creation Forms are commonly used for: New client intake Self-referrals Program applications ...
Creating an Online Contact Update Form
Overview Sumac’s Online Forms feature in the Case Portal allows organizations to create secure online forms for existing contacts. These forms are commonly used for: Contact information updates Intake updates Consent forms Assessments Release of ...
Case Management Dashboard Statistics
This article explains where the statistics that appear on your Dashboard for Case Management come from. Active Clients - quick access to the organization's current client list. This is a count of client contacts with ONE OR MORE Case Plan records ...