Professionals & Alongsiders
- Professionals & Alongsiders | How to use the Service Tracker
- Professionals | Finding or adding a Customer in My Colorado Journey
- Professionals | Sending files securely to PAIRIN
- Professionals | Assigning Outcomes to a participant or to a group of participants
- Professionals | Completing the Needs Inventory & Next Steps
- Professionals | Creating groups and sending messages
- Professionals | Inviting individuals to the Customer Portal
- Professionals | Receiving, viewing, and updating Referrals
- Professionals | Getting an agreement signed by a participant
- Professionals | Using Ad-Hoc Reports
- Professionals | Using the Activity Timeline
- Professionals | Different User Types in an implementation
- Understand the Services Received and Progress Form
- Professionals | Finding or adding a participant
- Adding an announcement
- Adding a certificate to a resource
- Professionals | Creating and editing resources in the Community Catalog
- Professionals | Adding referral categories to the Community Catalog
- Adding referral types to the Community Catalog
- Sending a referral
- Professionals | Setting up email and text notifications
- Professionals | How to bulk edit incoming Referrals
- Adding personal goals for a participant
- Adding an assessment