VITALsync Internal Team Resources
Your go-to resource for getting started, navigating the platform, managing your cases, and staying on top of sessions and billing.
Creating and managing cases
The Cases module is where you'll manage your caseload from referral to close — including managing referrals, adding activity notes, editing sessions, and tracking case status. Get a walkthrough of everything you'll see and do inside your cases.
Quick Reference Guides
Short, visual guides for the tasks you'll use most — from accepting a referral to creating a case activity note.
