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System Introduction
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Intake Instructions
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Casework Instruction
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Conference Administrator User Guide
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Treasury Information
- System Accounting
- Check Register
- Working with Pledges
- Processing Payment Requests
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- CMS Beginner Treasurer Training (Video)
- Invitation to Lead: Treasurers (New Treasurer Training, Video)
- CMS Beginner Treasurer Training (Video)
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Additional Information
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Annual Report
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Helpful Hints
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Case Record Form
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Training Videos
- Roles Management in CMS (Video)
- Beginners Caseworker: How to use CMS for Casework 2022 (Video)
- CMS Advanced Training Express Assistance 2022
- CMS Advanced Training Red Flag (Video)
- CMS Advanced Training: Client History & Uploading Documents 2022 (Video)
- CMS Training: Vendor Management and Conference Reports (Video)
- CMS Beginner Treasurer Training (Video)
- CMS Training: Pledges (Video)
- Invitation to Lead: Treasurers (New Treasurer Training, Video)
- CMS Training: Annual Report (Video)
- 2021 National Member Database Recording (Video)
- CMS Training- Client Merge (Video)
- CMS Training: Holiday Programs (Video)
- CMS Training: Attachments & Express Assistance (Video)
- Working with Pledges
- Attachments
- CMS Beginner Treasurer Training (Video)
- CMS Training: Annual Report (Video)
- Beginners Caseworker: How to use CMS for Casework (Video)
- Roles Management Enhancement Training (Video)
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PostedJune 9, 2022
UpdatedJune 17, 2022
Byastricklin
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Casework is the process of individually assessing the needs of the individual requesting
assistance. It is the process of judging the need and the level of resources necessary to help
an individual, not judging the individual themselves.
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