This training will help you complete the following actions:
- Searching for an account
- Creating a New Account and Contact
- Creating and using Workplan Templates
- Viewing ESRD Demographics Data on the Account Record
- Creating and Managing a New Facility Case
- Creating and Managing a Permanent or Temporary Facility Closure Case
- Assigning Facility Closure Tasks that request Network assistance to Patient Services
- Collecting and storing Facility Letters using Box
- Adapting Reports