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| Case Management For the Modern Workplace: From Initiation to Closure (1733Q) |
Course CPE: 2 hours
Field(s) of Study: Business Management and Organization–1 hr; Personal Development–1 hr
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study
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Number: 23PM1215CMM
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: December 15, 2023
Presenter: Nick Mears
Program Description:
Session participants will be introduced to a comprehensive exploration of modern case management techniques and technology, spanning from case initiation to its final closure. We'll explore innovative strategies and tools that enhance every phase that sets the tone for a successful engagement, to efficient documentation and communication practices, all the way to streamlined closure methods that ensure client satisfaction and pave the way for future engagements. This session is designed to arm professionals with the know-how to navigate complex case scenarios using modern solutions, ultimately delivering higher-quality service while reducing the chances of oversights and errors.
After completing this course, you will be able to:
- Identify and troubleshoot case management issues and priorities
- Determine essential formatting techniques to your case management to increase consistency and efficiency
- Recognize and understand the difference between traditional CRM tools and Microsoft tools, and their strengths and weaknesses
- Identify and access case information remotely to increase case efficiency
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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