SETWorks Webinar - July 2024 - Consumer Intake Recommendations

SETWorks Webinar - July 2024 - Consumer Intake Recommendations

Recording

On July 17th 2024, SETWorks hosted a live webinar about Consumer Intake Recommendations. 
You can view the recording from the link below: 



Topics Discussed:
Monitoring Progress with Consumer Events
      Adding a New Individual
      Custom and Required Fields
      Intake Date
Forms & Tasks - Following up and Paperwork

References


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