Case Portal
How to enter an Intake form in Case Portal
Sumac Case Portal allows your Case Managers to enter new client Intake forms, or review previously entered Intake forms through your Case Portal It also allows you to share your Intake form directly with clients, allowing them to fill in their own ...How to set up the online Intake form in Case Portal
Sumac Case Portal allows you to set up an online Intake Form that can be viewed and entered by your case managers in your Sumac Case Portal. It can also be shared publicly to allow clients to fill in their own Intake form online. Sumac Case Portal is ...Navigating your Case Portal
Sumac’s Case Management Portal includes 5 main areas: The Login Screen Your Dashboard Contacts Case Notes Meetings & Reminders The Login Screen is where you can login with your credentials, as described in this article. Navigating the Dashboard The ...Logging in to Sumac Case Portal
To access Case Portal, open your web browser and go to: https://sumac.societ.com/ First, enter your organization name as it appears in your Sumac Desktop application. You can find your organization name by logging into the Sumac Desktop application. ...How to set up access to your Sumac Case Portal
Sumac Case Portal provides your case managers with an online portal where they can access their client files, intake forms, and case notes easily and securely. They can also see any reminders assigned to them at a glance! Sumac Case Portal is a sleek ...
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