How to Create and Manage Client Case Files - Client Intake Demo by PlanStreet
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YouTubePlanStreet
How to Create and Manage Client Case Files - Client Intake Demo by PlanStreet
Learn how to create and manage client case files efficiently with PlanStreet’s all-in-one case management software. In this step-by-step demo, you’ll see how to add new clients, assign caseworkers, enroll in programs, track grant funding, manage inventory, schedule recurring appointments, and communicate with your team in real time. Whether ...
100 views11 months ago
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