Getting Started: Caseworkers

Basic tutorials that cover all the ins and outs of using the caseworkers portal to manage cases, clients, and forms

• Login & Reset Your Password
• Create & Manage Clients
• Link members (dependents, employers, signatories)
• Create a New Case
• Work with Forms & Questionaires
• Manage Documents
• Communicate with Clients (Email, Messaging, SMS, WhatsApp)