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Unite Florida - User Orientation & Refresher Training

Jun 13, 2024 3:00 pm Unite Florida
Welcome to Unite Us! During this time we will review some core actions in the Unite Us platform such as: creating a new client documenting an interaction sending a referral closing a case We will also utilize this time to walk through workflow best practices and identify solutions for you and your organization. This will … Continued
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About the Event

Welcome to Unite Us! During this time we will review some core actions in the Unite Us platform such as:

  • creating a new client
  • documenting an interaction
  • sending a referral
  • closing a case

We will also utilize this time to walk through workflow best practices and identify solutions for you and your organization. This will be a flexible and fluid meeting offering lots of opportunities for interaction and questions.

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