CIS Training

When:
November 16, 2018 @ 9:00 am – 12:00 pm
2018-11-16T09:00:00-05:00
2018-11-16T12:00:00-05:00
Where:
Charlotte Community Foundation
227 Sullivan St
Punta Gorda, FL 33950
USA
Cost:
Free
Contact:
Gaither Stephens
941.626.0220 x3

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • Updates
  • ClientPoint Module
    o Enter Data As (EDA)
    o Back Date Mode
    o Client Search/Creation and Households
    o Universal Release of Information (ROI)
    o Entry/Exit including Contact Information and Assessment
    o Case Manager
    o Case Notes
    o Service Transactions & Referrals
    o Reports and Common User Errors
  • Open Discussion and Questions