You will need knowledge of how services operate and projects on your system.

After this course you will be able to see how templates and minimum data sets can be used to make data entry quicker and easier.

This course will look at the following:

• Creating and using templates to streamline processes
• Using Record an Anonymous Contact
• Using minimum data sets to streamline cases/referrals
• Using Create new referral/case for new client for quick data entry.