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