Training Plan: Programs The information in this training plan is meant to be reviewed by your organization, and used as guidance on what should be included in your individualized training materials created for your users when learning how to use ...
In today's training you will learn: What is the Follow-up Activity feature How to enable and customize Scheduling Follow-ups (Manual / Automated) Completing Follow-ups New enhancement to Follow-ups (Complete Related forms from the follow up activity)
During this training participants will learn: What is the Outbound Contact feature? Add an Outbound Client record Edit or Delete Outbound Contacts Schedule or Incident Logging Outbound Contacts Print today's Outbound Contacts to PDF Reporting
What is a Program? A Program is a subset of your organization's services that has its own pool of staff & volunteers, shift calendars and even call reports and caller profiles. Program Examples: Teen Helpline, Gambling Addiction Line, Drop-in ...
During this training, participants will learn: what is referral status and how it can be used using referral status with Needs by Taxonomy, and without Needs by Taxonomy how to enable Referral Status how to edit Unmet Needs Reason and Referral Status ...