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03. Workflow

Clients Module Data Entry (004A)


Description

This course is assigned to CMIS end users who will utilize the Clients module for data entry. This course reviews the basic workflow for that module.


This course will take 50-60 minutes to complete.

Content
  • Clients Module Data Entry: Demo Site Access
  • Setup
  • Clients Module: Client Search
  • Clients Module: Back Date Mode
  • Clients Module: Service Transactions/Incoming Referrals
  • Clients Module: Summary and Client Profile Tabs
  • Clients Module: Households Tab
  • Clients Module: ROI Tab
  • Project Entry
  • Clients Module: Entry/Exit Tab
  • Client Module: Prior Living Situation
  • Clients Module: Sub-Assessments
  • Clients Module: Updating Sub-Assessments
  • Clients Module: Completed Entry Assessment
  • Clients Module: Case Managers Tab
  • Interims
  • Clients Module: Interims (1/3)
  • Clients Module: Interims (2/3) - Housing Move-In Dates
  • Clients Module: Interims (3/3)
  • Clients Module: Service Transactions
  • Project Exit
  • Clients Module: Project Exit
  • Clients Module: Completed Project Exit
  • QUIZ
  • CHECK YOUR UNDERSTANDING: Clients Module Data Entry
  • ADDITIONAL RESOURCES
Completion rules
  • All units must be completed
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