Events

Jan
10
Thu
January 2019 CIS Training @ Charlotte Community Foundation
Jan 10 @ 9:00 am – 12:00 pm
January 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

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
Feb
12
Tue
February 2019 CIS Training @ Charlotte Community Foundation
Feb 12 @ 9:00 am – 12:00 pm
February 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

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
Mar
12
Tue
March 2019 CIS Training @ Charlotte Community Foundation
Mar 12 @ 9:00 am – 12:00 pm
March 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

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
Apr
9
Tue
April 2019 CIS Training @ Charlotte Community Foundation
Apr 9 @ 9:00 am – 12:00 pm
April 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

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
May
14
Tue
May 2019 CIS Training @ Charlotte Community Foundation
May 14 @ 9:00 am – 12:00 pm
May 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

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
Jun
11
Tue
June 2019 CIS Training @ Charlotte Community Foundation
Jun 11 @ 9:00 am – 12:00 pm
June 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

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