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Create a customized questionnaire based on Case Type
How to effectively set up and use the different types of answers (fields) for questions in Intake
How to create conditional and mandatory questions
Session 1 Recording: July 26, 2021 |
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In the 2nd installment of our series, we built off of the last session and explored how to:
Set up an appropriate Case Acceptance Threshold based on responses to questions you create
Create “Paid Advertisement” campaigns that can be selected as the “referral source” at Intake
Use UDF data (collected at Intake) to search/filter for cases and create custom reports
Learn how to use Dashboards and Reports that are populated by data collected at Intake
Session 2 Recording: August 2, 2021 |
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