Advanced Client Management Using CMAX Webinar- February 13, 2018
Registration Information
February 13, 2018 | 12pm - 2pm

Advanced Client Management Using CounselorMax Webinar

The NHN Learning Alliance (NHNLA) is currently registering counselors for the Advanced User's Guide to CounselorMax Webinar. It is a live on-line training that can be taken directly from your office. The training will take place on February 13, 2018- 12:00 PM-2:00 PM EST. Upon confirming your registration, you will receive the log-in information for the webinar portal and downloadable materials for the course.

This course will cover the following:

  • Administrative functionality-Features in CounselorMax that can be customized for you-keeping it streamlined and efficient
  • Reporting-How to use monthly & quarterly reports for compliance with your intermediary and other funding sources-saving reports for quick reference
  • Exporting to excel & using pivot tables to extract important data for program reports and for grant writing
  • Data repair-How to fix data in the system using admin
  • Outreach sponsor & funding source fields-What is it and how can it be used to track programs?
  • Top 5 reports that your funders will want to see
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