General User Guide (Virtual)
More of a visual learner? Take a look below at some basic training videos to assist you and your teams understanding of CS Care. Watch them in sequence or hop around based on what you are looking for.
Welcome to CS Care (6 min)
In this video:
What is CS Care
Accessing the application
Application structure
Application controls
Landing page(s)
Networks & Projects
In this video:
What is a Network and Project
How to navigate between them
Network controls
Project dashboards
Navigating in a CS Care Project
In this video:
Project navigation pages explained
Case Filtering
In this video:
How to use advanced search
Field options for rule creation
Saving, deleting, & updating case filters
Default case field filters
Case Page Features
In this video:
Case access/view preferences
Batch updating cases
Filters and case export
Reviewing a Case - 1. Case Details
In this video:
Case overview
Adding case collaborators
Adding Case notes
Editing/ viewing a client's profile
Relating cases
Case attributes
Reviewing a Case - 2. Surveys
In this video:
Completing, editing, and downloading case surveys
Reviewing a Case - 3. Searching & Sending Resource Referrals
In this video:
Searching the resource database
Sending referrals
Reviewing a Case - 4. Case Files
In this video:
Types of files in CS Care
Uploading attachments to a case
Activity Log review
Reviewing a Case - 5. Calendar
In this video:
Adding reminders to your Calendar
Dispositioning reminders