This section of the site offers you a self-paced Case Manager training program.
Please note that this was developed before the release of Case Manager for Web 6.0.
The program includes explanations, quizzes and lab exercises that use the Case Manager demo database.
We'll start by explaining how to access the demo database.
At the end of this program, you should have a solid foundation of basic skills with Case Manager.
You should be able to:
- Enter, modify and view case information
- Enter costs and create accounts
- Generate reports
- Perform administrative functions
- Find out more information about Case Manager when you need it
You will need a working knowledge of Microsoft Word to complete the course.
The table indicates which modules should be completed by different Case Manager users.
|•||•||Before you begin|
|•||•||Costs and estimates|
|•||•||Tasks and calendars|
You can adjust this program to fit your needs and your organisation.
The program is divided into modules, as you can see above.
Each module provides a number of separate lessons. The idea is to proceed through the lessons, one after the other.
The lessons aim to teach you the most important aspects of a topic, rather than overwhelm you with details. Structured lab exercises offer the opportunity to apply your learning in Case Manager. And each module has a quick quiz to help you consolidate your learning.
There are a number of links within the lessons:
- some link you to earlier parts of the program where you have learned about similar topics
- some link you to future parts of the program where you will learn about related topics
- others direct you out of the training program to the rest of this website where full Case Manager information is available
These are introduced as resources for the future. You are not expected to study them during the program.
You can see where you are in the training program using the breadcrumb link at the top of the screens.
You can see where you are in the current module using the menu at the bottom of the screen. You can use this to navigate within the module.
Even though you are not expected to, you may want to jump ahead and get a sense of what is in the rest of this site by clicking Using this site.
For the rest of this program you will be moving between Case Manager and the training program. You could resize both windows to occupy half of your screen each.
The exception is when you view the videos. We will be replacing these gradually. For now you will probably need to view them full screen to see them in sufficient detail. We suggest that you watch them and apply the techniques later, rather than trying to click along with them in Case Manager.
Also, be aware that the demo database may be used by others in your organisation. This means that other employees may also have added cases and files to this database and/or be accessing it at the same time as you. The training program has been designed so that, as much as possible, you should not interfere with anyone else's work when completing the lab exercises.
You can head straight to Getting started.