LEADnotesCase Documentation

Secure, cloud-based case management for LEAD programs and community outreach organizations. Document encounters, track referrals, manage staff, and export grant reports — from any device.

  • Role-based access control across your whole team
  • Export to Excel, CSV, Word, or PDF
  • Full audit log — always know who accessed what
  • Multi-factor authentication · 42 CFR Part 2 compliant

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