Recommended for Case Workers and Managers

Delivered online via video conference

Duration is 90 minutes

About this course

File system:

Discuss uses of File System functions

Discuss/create General File Letter

Create Folder in File System Setup

Run General Letter and Save into Folder

View General File History options – Add texts/documents; Edit, View, Email and Delete options

Client level case management:

Discuss uses of Client Level Case Management

Create Client Level Dossier Page

Create Standard Letter using Client Level Dossier Fields

Create Global Workflow using Global Tasks

Run Workflow at Client level, View in Client History, Add items to Client History