Events

Jul
24
Wed
July 2019 CIS Training @ Charlotte Community Foundation
Jul 24 @ 9:00 am – 12:00 pm
July 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • 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
Aug
7
Wed
August 2019 CIS Training @ Charlotte Community Foundation
Aug 7 @ 9:00 am – 12:00 pm
August 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • 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
Sep
25
Wed
September 2019 CIS Training @ Charlotte Community Foundation
Sep 25 @ 9:00 am – 12:00 pm
September 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • 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
Oct
23
Wed
October 2019 CIS Training @ Charlotte Community Foundation
Oct 23 @ 9:00 am – 12:00 pm
October 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • 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
Nov
20
Wed
November 2019 CIS Training @ Charlotte Community Foundation
Nov 20 @ 9:00 am – 12:00 pm
November 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • 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
Dec
10
Tue
November 2019 CIS Training @ Charlotte Community Foundation
Dec 10 @ 9:00 am – 12:00 pm
November 2019 CIS Training @ Charlotte Community Foundation | Punta Gorda | Florida | United States

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • 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