Creating Case Participants

Purpose: Users can add Case Participants to the Client Case. This feature is useful for reporting on contact information of various case participants. To create a Case Participant, a contact record must first be created for each participant added (reference Client Contacts).

1. Navigate to the Client Case

2. Click on the Related tab

3. Scroll down to the Case Participants row

4. Click New

5. Search and select the Contact you wish to add

6. If a Relationship has already been created, it can be searched and selected by selecting the Relationship Number denoted as R-######

Note: The Relationship is created on the Client Contact. (Reference Creating a Relationship) If none was created previously, you can create one by selecting + New Relationship and completing the following steps:

7. Search and select the client contact in the Contact field

8. Search and select Related Contact

9. Select Type

10. Select Status

11. Description is an optional field

12. Source ID field should be left blank

13. Select Save

14. The Client Case field will automatically populate

15. If this Case Participant is Family, the Family checkbox can be checked

16. Click Save