Partner Academy - Sumac Case Management
Sumac Case Management Series
This series of four short webinars will teach you everything you'll need to know about using Sumac for Case Management. We've kept each segment short so you can work these sessions into your schedule.
You can register for all 6 below!
Related Articles
Reporting in Sumac Case Management for Health and Social Services
Sumac has many built-in reports, as well as precise searching and flexible export options to customize your reporting. Using search and export for custom ad-hoc reporting This article tells you how to search using the search panel. You can also ...
Case Management Dashboard Statistics
Where do the statistics that appear on your Dashboard for Case Management come from? 1. My Clients - quick access to the clients assigned to the current user. • This is a count of client contacts with ONE OR MORE Case Plan records whose Status field ...
Partner Academy - Sumac Donations
Sumac Donations Series This series of six short webinars will teach you everything you'll need to know about using Sumac Donations. We've kept each segment short so you can work these sessions into your schedule. You can register for all 6 below! ...
Partner Academy - Sumac Donations - Templates
Learn how to set up receipt templates in Sumac for Donations. Receipting in Sumac Donations: Templates Hosted by Meaghan Watson, Penny Rolinski About this webinar Welcome to our Sumac Donations Receipting Templates webinar! Whether you are making ...
Reporting in Sumac Case Management for Hospices
Sumac has many built-in reports, as well as precise searching and flexible export options to customize your reporting. Using search and export for custom ad-hoc reporting This article tells you how to search using the search panel. You can also ...
Join the Partner Academy!
Our Partner Academy means that anyone can learn what they need to know, any time. Free! When you sign up for a Partner Academy session, you get:
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.