4 Connect for practitioners
:
Managing practitioner cases
Managing practitioner cases
Managing issues in practitioner cases
Managing documents for practitioner cases
Using document templates
Closing cases
Closing a practitioner case
Closing a group case
In addition to recording activities there are a number of procedures you might carry out in the practitioner case record:
Recording your management of clients’ issues
Attaching documents to case records
Using document templates
Closing cases.
Recording your management of clients’ issues Recording your management of clients’ issues Attaching documents to case recordsUsing document templatesClosing cases.