Q: How do I create an agency contact or community support?

A: Workers with permissions to access and edit the Agency Address Book can add or edit existing agency contacts or community supports.

• Go to the user Menu > Agency Address Book > +New or search and select an existing contact.

Q: How do I find all unauthenticated contacts, case notes, and/or case data?

A: Navigate to the global tabs for contacts, case notes, and case data. In each of these global search screens, there is an Authentication search parameter. Select “Non-authenticated records only” from this dropdown search parameter and select any other applicable search parameters > Search.

Q: How are clients added to my caseload, also known as "My Client List"?

A: The worker must be added as either a main or support worker to an active program history (First Contact stage through to and including Receiving Services) for the client to display on their My Client List.