Training

Client Registry

The session covers the purpose of a coordinated assistance network and all skills needed to enter information gathered during intake and the case management process. This course is intended for users with a case management background and should be comfortable using a case management database.

Audience:
Case Managers, Service Providers, Supervisors

Approximate Duration:
130 min

Objectives:

  • Understand how the CAN system assists in the coordination of services for clients recovering from a disaster.
  • Navigate the CAN site to access client records.
  • Use data entry fields and tools to enter meaningful information to support the case management process and share information.
  • Follow data entry formats consistent with CAN policies.
  • Utilize advanced tools to support and document case management activities.
  • Manage records in CAN system databases.
  • Seek guidance on the use of CAN system.
Skills:
  • Locate and create client records in CAN.
  • Enter Client and Case Management information in available fields consistent with purpose and data entry formats.
  • Document client needs and impact areas.
  • Review history logs.
  • Search the Resource Database.
  • Use, create, and manage FastTrack lists.
  • Locate and pull reports.
  • Create a household structure.
  • Manage attached files.
  • Manage duplicate records.
  • Locate available resources to support use of CAN.


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