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Relationship Management
Relationship Management
Common Concepts
- Relationships
- Relationships Module Glossary
- Add People or Organization
- Employer and Participant Web Application Overview
- How to Import People or Organizations into Companion
- How to Export People or Organizations from Companion
- Referral Sources
- Case Notes
- Utilize the Email Section
- Cloud User Setup
Employer Topics
Participant Topics
Office Staff Topics
- Username and Password setup (cloud)
- Close a terminated Office Staff person
- How do I send event reminders?
Human Resources Topics
- Incidents (Documentation of sensitive events and disciplinary actions)
, multiple selections available,
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