CMS Training Videos

Below you will find both in-depth and short topical training videos by role assignment. Click on a link to view the video.

NEW! CMS 4.1 Training Videos:

  1. 1. Assistance Simplification: Video 1 – Look & Feel  I  Video 2 – Adding Assistance & Quick Close  I  Video 3 – Uploading Attachments
  2. 2. Auto Close
Advanced Topics

Red Flag 2022 | Handout

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

Attachments and Express Assistance | 2021

Release 3.0 Enhancements

CMS 4.1 Enhancements
  1. Assistance Simplification
  2. Auto Close
Case Management

Beginner’s Caseworker: How to Use CMS for Casework I 2022 Handout

Express Assistance 2022 | Handout

Beginner’s Case Management

Simple Casework

Using the Case Record Form

Careful Identification

Making a Check Request

Making a Pledge Request

Using Holiday Programs

Using Attachments

Conference Administration

Admin Function Training

Conference Administration

Role Assignment

General

CMS Introduction

My Profile

Intake

Beginner’s Intake | Coming soon!

Simple Intake – New Client

Simple Intake – Match Client

Conference Referrals

Head of Household Matching

CMS Case Instruct & Scheduling

Case Assignment Route

Treasurer

New Treasurer Training | 2022

CMS Annual Report (Revised) | 2022

Handouts:

Beginner’s CMS Treasury Training 2021 | Handouts

Annual Report | 2021

Beginner’s CMS Treasury Training 2020 | Handouts

Simple Treasury

Working with Pledges

Closing a Month

Treasury – Holiday Programs

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