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New Support Coordinator User Training

Welcome

🚨READ ME🚨
Goals for Your New User Training
Resources
Where to start.... (10:41)
⚠️ A note, a warning, and some advice.
How to use the app to sign up/out of your training. (7:21)
How to check your course progress.

Foothold Features: An Introduction

📺 Intro to Foothold
🎓 Quiz: Intro to Foothold

Setting Up Your PIN and E-Signature

📺 Set your security questions to recover your password.
📺 How to Create a Signature and PIN
🎓 Quiz: Setting Up your PIN and E-Signature

Let's Create a Client Profile and Intake.

📺 Intake A Client
📚 Practice: Complete an Intake into Training PSH
🎓 Quiz: Intake

How to Update a Profile & Consumer Identifiers

📺 Watch: Profile & Consumer IDs
📚 Practice: Find Consumer Identifiers
🎓 Quiz: Profile & Consumer IDs

Forms and Magnets: How do They Work?

📺 One Time vs. Reusable Forms
E-Signing is dramatically easier for you and requires far fewer steps
📚 Practice: Find a Form, Fill it Out (Training Client)
🎓 Quiz: Forms

Service plans

📺 Watch: Service Plans
😬 OK I GET IT!!!
📚 Practice: Complete a Service Plan for Your New Client
🎓 Quiz: Service Plans

Progress notes

📺 Watch: Progress Notes
📚 Practice: Complete a Progress Note
🎓 Quiz: Progress Notes

Service Plan Linked Progress Notes

📺 Watch: Plan-Linked Notes
📚 Practice: Complete a Service Plan-Linked Note
🎓 Quiz: Service Plan-Linked Notes

Discharge

📺 Watch: Discharge Your Client
📚 Practice: Discharge Your Client!
📺 Watch: Find Information for a Discharged Client
🎓 Quiz: Discharge

Peer File Review

📺 Watch: Quarterly File Review
🎓 Quiz: Peer Review

ServicePoint (HMIS): Intake

📺 Watch: ServicePoint (HMIS): Intake
🎓 Quiz: ServicePoint (HMIS): Intake

ServicePoint Assessments: Assessments: How To

📺 Watch: ServicePoint Assessments
🎓 Quiz: ServicePoint Assessments: How To

ServicePoint (HMIS): ROIs

📺 Watch: ServicePoint (HMIS): ROIs
🎓 Quiz: ServicePoint (HMIS): ROIs

🎉Graduation

Course recap
🙏🏽One last thing before you go...

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Where to start....

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