Learning Link

Getting Started

• Welcome to Case Management (Let's Take a Tour!)
• Learning Link - Case Management Training
• Introduction to Link2Feed
• Logging in for the first time
• How to navigate your dashboard

Client Profiles

• Searching for clients
• Adding new client profiles
• Managing household member changes

Client Visits

• Recording a standard visit
• Recording an anonymous visit
• Managing bulk visits
• Setting up an appointment visit
• Creating an appointment list
• Quick Click (How to speed up visit recording)

See all 12 articles

Client profile management

• Forced profile reviews
• Managing a "Possible Duplicate" pop-up
• How to Link/Move a household member
• Marking profiles as deceased or archived *Network Admins Only*
• Client notes review *Network Admins Only*
• How to Merge Client Duplicates *Network Admins Only*

Site Customization *Network Admins Only*

• Case Management Fields
• Managing and Customizing List Items in Link2Feed
• Question Phrasing tool

Network Administration *Network Admins Only*

• Managing organizations
• Adjusting network settings
• Resetting passwords
• Adjusting program settings
• User management

Messages tool and self-service

• Messages feature
• Utilizing the Link2Feed bubble
• Navigating through the user manual
• Submitting support tickets *Network Admins Only*

Accessing your data

• Reporting basics
• Most common reports
• Recurring reports
• Creating report templates
• Visit & Full client export