Sumac Case Management I - Overview

Join Part I of our Sumac Case Management training series!

The Partner Academy provides high-quality training on demand.

Join us for Part I of our Sumac Case Management training where we’ll be covering some core concepts that you’ll need as you start using Sumac, like:
  • An overview and how to find your way around
  • How to enter new clients
  • Security features for protecting client data
  • Updating existing client records
  • Assigning clients to their case workers using Reminders, and
  • Logging volunteer hours
Sign up now - we look forward to seeing you there!

Your Presenter

Maria Sheregova
Client Support Specialist
Silent Partner Software
Meaghan Watson
VP of Customer Success
Silent Partner Software
  • Maria Sheregova
    Client Support Specialist
    Silent Partner Software
  • Meaghan Watson
    VP of Customer Success
    Silent Partner Software