CMS Training Videos

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

Conference Referrals

Head of Household Matching

CMS Case Instruct & Scheduling

Case Assignment Route

Treasurer

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

Case Management

Beginner’s Caseworker | 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

Conference Administration

Role Assignment

General

CMS Introduction

My Profile

Advanced Topics

Red Flag | Handout | 2022

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