Getting Started for New Users
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      2. Getting Started With Casebook
      3. Getting Started for New Users

      Starting and Completing a Workflow on a Record

      Users can manually begin workflows on an Intake Report, Case Record, and Provider Record.

      How to Start a Workflow to a Record

      • Select the plus icon towards the right-hand side of the Workflows section. 
      • Select the workflow you want to begin.

      • Users will then be brought to the workflow where they can:
        • Complete assigned tasks.
        • Add additional tasks.
        • Submit or end or workflow.