CM Dash Search Search Clients Search Case Search Session Add Add Client Add Case Add Session Add Document Referrals Search & Add Referral Agencies Referrals By Agency Report Referral By Type Report Reports Client Demographics by Case Report Service Area Report Assistance Report Referrals by Agency Report Referral By Type Report Client Items Report Surveys CAP Client Survey Report CAP Survey Main Dash Account Info Logout CCFC Case Management Step 1: Check for client in the system. If not, add client. Step 2: Check for open client case in the program. If none, add. Step 3: Add session to existing program case.