MY PROFILE

Log Into ESCASES

Change Your Profile Name

Change Your Profile Pic

Update Your Account’s Email Address

Change Your Password

Change Your Preferred Language

See Your Profile Details

Use the My Notes Tab

Sign Out of ESCASES

USER MANAGEMENT
See User List

Edit a User Profile

Change a User's Role

Disable a User

Re-enable a Disabled User

Delete a User Profile

Add a New User Role

Edit a User Role

Delete a User Role

CLIENT MANAGEMENT
Add a New Client Profile

Navigating the Client Profile Dashboard

View a Client Profile

Edit a Client Profile

Export Client Profiles to Excel

Manage a Client's NOC Codes

CASE MANAGEMENT

Create Case Notes

View Case Notes

Edit a Case Note

Delete a Case Note

Upload Documents to a Case

Reassign a Document's Tags

Download a Case Document

Delete a Case Document

Export Case Notes to PDF

JOB BOARD

Create a Job Posting

View a Job Posting

Export a Job Posting to PDF

Edit a Job Posting

Delete a Job Posting

Hide/Show Employer Info on Postings

See All Applicants for a Job Post

WORKSHOPS & EVENTS

Add a New Event

View or Edit an Event

Delete an Event

Add Participants to an Event

View the Participant List for an Event

CaMS INTEGRATION

Import a New Client with CaMS Explorer

CaMS Tabs in Client Profiles

Network Activity Tab

Create an EAP for a Client

Place a Client Into Outcomes

Manage Client Checkpoints

 

MILEAGE & EXPENSE
Add a New Mileage and Expense Claim

View a Mileage & Expense Claim

Edit a Mileage & Expense Claim

Delete a Mileage & Expense Claim

Export All Mileage & Expense Claims to Excel

Export a Mileage & Expense Claim to PDF

CALENDAR & TO-DO LIST

Connect Your Microsoft Calendar

Add Calendar Events

View Calendar Events

Update Calendar Events

Delete Calendar Events

Back to the Main Page

View a Client Profile
Client Management

Follow these steps to view a client profile in ESCASES.

  1. Log into your ESCASES portal.
  2. Open the navigation menu. 
  3. Select “Client Management”.
  4. Select “All Clients”.
  5. Locate the profile you wish to view.
  6. Click the arrow next to their name to expand the profile.
  7. Click on the profile information.

(For more information on how to explore the profile, see our article on Navigating the Client Profile Dashboard)

Congratulations! You have viewed a client profile.

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Tap to browse by category

MY PROFILE

Log Into ESCASES

Change Your Profile Name

Change Your Profile Pic

Update Your Account’s Email Address

Change Your Password

Change Your Preferred Language

See Your Profile Details

Use the My Notes Tab

Sign Out of ESCASES

USER MANAGEMENT

See User List

Edit a User Profile

Change a User's Role

Disable a User

Re-enable a Disabled User

Delete a User Profile

Add a New User Role

Edit a User Role

Delete a User Role

CLIENT MANAGEMENT
Add a New Client Profile

Navigating the Client Profile Dashboard

View a Client Profile

Edit a Client Profile

Export Client Profiles to Excel

Manage a Client's NOC Codes

CASE MANAGEMENT
Create Case Notes

View Case Notes

Edit a Case Note

Delete a Case Note

Upload Documents to a Case

Reassign a Document's Tags

Download a Case Document

Delete a Case Document

Export Case Notes to PDF

JOB BOARD
Create a Job Posting

View a Job Posting

Export a Job Posting to PDF

Edit a Job Posting

Delete a Job Posting

Hide/Show Employer Info on Postings

See All Applicants for a Job Post

WORKSHOPS & EVENTS
Add a New Event

View or Edit an Event

Delete an Event

Add Participants to an Event

View the Participant List for an Event

CaMS INTEGRATION
Import a New Client with CaMS Explorer

CaMS Tabs in Client Profiles

Network Activity Tab

Create an EAP for a Client

Place a Client Into Outcomes

Manage Client Checkpoints

MILEAGE & EXPENSE
Add a New Mileage & Expense Claim

View a Mileage & Expense Claim

Edit a Mileage & Expense Claim

Delete a Mileage & Expense Claim

Export All Mileage & Expense Claims to Excel

Export a Mileage & Expense Claim to PDF

CALENDAR & TO-DO LIST

Connect Your Microsoft Calendar

Add Calendar Events

View Calendar Events

Update Calendar Events

Delete Calendar Events