Below you will find both in-depth and short topical training videos by role assignment.
Click on a link to view video.
Intake
Beginner’s Intake | 2021
Simple Intake – New Client
Simple Intake – Match Client
CMS Case Instruct & Scheduling
Treasurer
Beginner’s CMS Treasury Training 2021 | Handouts
Annual Report | 2021
Case Management
Beginner’s Caseworker | 2022 Handout
Express Assistance 2022 | Handout
Conference Administration
General
Advanced Topics
Client History & Uploading Documents | Presentation Handout , Attachments Handout | 2022
Vendor Management and Conference Reports | Handout | 2021
Holiday Programs | Handout | Program Report | Worksheet | 2021
Client Merge | 2021
Pledges | 2021