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[NHNLA] Advanced Client Management Using CMAX Webinar
August 24, 2017 @ 12:00 pm - 2:00 pm
The NHN Learning Alliance (NHNLA) is currently registering counselors for the Advanced User’s Guide to CounselorMax Webinar. It is a live on-line training that can be taken directly from your office. The training will take place on August 24, 2017- 12:00 PM-2:00 PM EST. Upon confirming your registration, you will receive the log-in information for the webinar portal and downloadable materials for the course.
This course will cover the following:
Administrative functionality-Features in CounselorMax that can be customized for you-keeping it streamlined and efficient
Reporting-How to use monthly & quarterly reports for compliance with your intermediary and other funding sources-saving reports for quick reference
Exporting to excel & using pivot tables to extract important data for program reports and for grant writing
Data repair-How to fix data in the system using admin
Outreach sponsor & funding source fields-What is it and how can it be used to track programs?
Top 5 reports that your funders will want to see