Case Notifications and Tasks
- Meagan Prost
Cloud Knowledge Base Home / Counseling Services / Case Notifications and Tasks
Stay on top of crucial deadlines, never miss a follow-up, and enhance team collaboration.
Our user-friendly software system streamlines workflows, ensuring seamless communication and comprehensive solutions for successful case management.
Learning Objectives
You’ll become a pro at marking and recognizing high-risk cases within the system, helping you provide the right level of support when it's needed most.
Learn to create universal file alerts, ensuring your colleagues see essential notes and information. It's like leaving a friendly, digital post-it note for everyone to benefit.
Discover how to create to-do reminders for yourself or your colleagues within the system. It's your secret weapon for staying organized and ensuring no important follow-ups slip through the cracks.
Main Highlights
What You Can Do
Identifying and Managing High-Risk Cases
Confidently mark and recognize high-risk cases in the software system, ensuring timely and appropriate support for members in critical need.
Creating Universal File Alerts
You'll be skilled at creating universal file alerts, enabling you to share vital information with your colleagues and improve collaboration effectively.
Setting Up Personal and Colleague Reminders
You will be proficient in setting up personal and colleague reminders within the software, enhancing your organizational skills, and ensuring that essential follow-ups and tasks are never missed.
