Free

October CIS Training

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Location

Location

Charlotte Community Foundation

227 Sullivan Street

Punta Gorda, FL 33950

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Event description

Description

CIS Training Agenda:

  • Sign-In
  • Welcome and Training/Committee Members Introductions
  • Resources
  • Definitions
  • Updates
  • ClientPoint Module
    o Enter Data As (EDA)
    o Back Date Mode
    o Client Search/Creation and Households
    o Universal Release of Information (ROI)
    o Entry/Exit including Contact Information and Assessment
    o Case Manager
    o Case Notes
    o Service Transactions & Referrals
    o Reports and Common User Errors
  • Open Discussion and Questions
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Date and Time

Location

Charlotte Community Foundation

227 Sullivan Street

Punta Gorda, FL 33950

View Map

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