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Advanced Client Management for ‘CounselorMAX’ Reporting

AUGUST 8, 2014 - 12:00 PM - 2:00 PM ET


Housing counselors familiar with CounselorMAX will learn how to improve time management, compliance and efficiency within the CounselorMAX system through this online session offered by the NHN Learning Alliance (NHNLA).  Participants will receive a detailed manual, plus direct guidance on custom reporting and advanced administrative features for better streamlining, compliance, workflow, data repair and more.  Trainers will demonstrate how to use monthly and quarterly reports for compliance with intermediaries and other funders, and show how to save reports so users can refer back to them.  Other topics include exporting data to Excel, using pivot tables to pull data for reports and grant writing, fixing data in the system using admin features, and learning how to use outreach fields to track programs. Participants will also learn which five reports are the ones funders want to see most.