General
Case Management Dashboard Dashlets
Overview The Case Management dashboard displays a set of dashlets (statistic tiles and charts) that give case managers and supervisors an at-a-glance view of clients, cases, and program activity. This article lists every available Case Management ...
Collect diagnostic information and logs for Sumac Support
Run this tool when Sumac Support asks you to collect information about a Desktop problem. It opens Sumac and gathers a report and recent logs while you reproduce the issue. The tool does not change Sumac or Windows settings. You do not need ...
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 ...