- The Web Portal & Overview
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Getting Started Using 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 7 min
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How To: Add a User 1 min
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How To: Add a Group 1 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 5 min
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How To: Create a Case 5 min
- Edits in Case Management Module
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Overview of Edits in Case Management 1 min
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How To: Change the Tag Palette 1 min
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How To: Change the Redaction Palette 1 min
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Coding Forms 1 min
- Case Creation Templates
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How to: Create & Use a Case Definition Template
- Assessment
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Case Management Assessment 1 min
LOCAL DISCOVERY: Case Management Module
Gain an 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. How to create a Coding Form
***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.