An Integrated Case should only be created if the client does not already have one for which they are the Primary Client. If there is an existing Integrated Case for which the client is the Primary Client, update or add to that case.

Anchor Point: Person Record

1. Select New Case from the Tab Action Menu.
2. Select Save.
3. Add Case Members as appropriate.

Note
An individual should only have one Integrated Case for which they are the Primary Client. They can have both an Integrated Case and a CCISD Case for which they are the Primary Client.