- Before You Begin
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Welcome 1 min
- The Web Portal & Overview
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Getting Started Using the Web Portal 2 min
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Navigating the Web Portal 2 min
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Dashboard Overview 1 min
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Overview Assessment 1 min
- Case Management
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Security, Groups, and Users 8 min
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Modify User in Case Management 3 min
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Add a Group in Case Management 3 min
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Clients 1 min
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How to Add a Client 1 min
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Case Creation Overview 5 min
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Create a Case 15 min
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Common Database Fields 11 min
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Common Tag Groups & Tags 7 min
- Edits in Case Management Module
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Overview of Edits in Case Management 1 min
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Common Keywords 4 min
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Coding Forms 3 min
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Common Index Uses 7 min
- Case Creation Templates
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Create & Use a Case Definition Template 4 min
- Assessment
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Case Management Assessment 1 min
LOCAL DISCOVERY: Administrator Case Management Module
Gain an advanced understanding of Managing Groups, Users, Clients and Cases
What You Will Learn:
1. Managing Access & Security
2. How to add a User
3. How to add a Group
4. How to add a Client
6. How to create a Case
7. How to edit a Case
8. Commonly Created Fields, Tags, and Indexes
9. How to create a Coding Form
10.
***PLEASE NOTE:*** Self-guided courses purchased a la carte will expire 60 days after registration. Annual subscription-level access to this course expires one year from date of subscription purchase.