2014.04.16 General

Level 1 - DAY 1 Basic:  "How to Manage your Database"

This course covers the CRMS Administration Module, Category Table, Administration Tabs, Agency Information, Audit Log, User Groups, User Administration, Interface Sorting, Client Lockbox, Program Management, Workflow Administration, Postal Code Counties, CRMS Search Engine, Search Dashboard, Client Chart.

Level 1 - DAY 2 Basic: "Reports and Data Quality Training"

Forms/Notes Section, Reportable Forms vs. Notes, Client Contacts, Groups, Information and Referral, Non Client Services, Reports Section, MIS & CDS Maintenance Plan to Ensure Good Data Quality, Non CDS/MIS Report Cheat Sheet (Client Tab, Contact Tab, Miscellaneous Tab, Information and Referral Tab, Management Reports Tab, CRMS Management Reports).

Level 2 Intermediate: "How to use Doc Design Software"  (to create your own Custom Reportable Forms and Custom Reports Based off of your Reportable Forms).

Save money by creating your own Note/Form Templates and Reports. This course covers, CRMS Document Design, Creating Reportable Forms, Designing Reportable Forms, Formatting, Tips and Tricks, Shortcut Keys, Copy/Paste, FAQs, CRMS Data Exporter, Install Data Exporter Utility, Creating Custom Reports. With Level II training, the CRMS Administrator can create these electronic documents vs. having CRMS Programmers create them, saving your organization ongoing development costs.

Book your Certification Course(s) by submitting a completed Training Registration Form to: atulett@crms-software.com

All Certification Courses are provided at our Training Facility at 721 Progress Ave, Unit 1-A Kingston, Ontario K7M 6S4.

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