Quarter 2 2024 Live Training Guide
Check out the descriptions of each class on the last page!
Note: Please be sure to register by following the below instructions:
Click on the event you desire to attend
Register for the event
Add the event to your calendar
On the day of the event, show up to the training via the Zoom link
April 2024
May 2024
June 2024
What is Intake & Engage Training?
Want to learn more about how to track your contacts and create a case from them for tracking your meaningful interactions from Intake to Case? This is the training for you!
This training is also great for new users as we work through Casebook, from creating an intake, a person, and a case. Users will learn about all of the features within Intake, People, and Cases.
What is Track & Service Delivery Training?
Want to learn more about how to build out your service directory and network of partners to track the referrals and services you are providing? Join us here!
What is Reporting 101 Training?*
Want to begin working through reporting and learning how to build and edit reports at a beginner level? Join us in reporting 101!
*Reporting Admin access is needed for this training
What is Implementing Repeatable Processes for Teams with Casebook Workflows Training?*
Learn how to implement workflows in your everyday practice to make it easier for teams to remember designated tasks!
*Admin access is needed for this training
What is Custom Data Collection with Form Building and Publication Training?*
Want to learn how to build forms and use them to collect important data either within your organization or by sending it out? Join us here!
*Admin access is needed for this training
What is Task & Email into Case Training?
Learn more about meaningful ways to use Tasks to ask clients to complete forms and uploads or create reminders for your team to check back in on someone. We will also discuss the importance of our email into case feature and how it can best be utilized to track important communications with a client or a provider!