Follow these steps to create a new client profile in ESCASES, by pulling their information from the CaMS database.
- Log into your ESCASES portal.
- Open the navigation menu.
- Select “CaMS Explorer”.
- Enter the Client Reference Number provided by CaMS.
- Allow up to 1 minute for the profile to load.
- Confirm this is the correct client by reviewing the information.
- Click the red “Overwrite Existing Data” button.
- When the green “View Profile” button appears, the import is completed.
- Click the “View Profile” button to open the new profile.
