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Train the Trainer - Case Management Training Guide

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The two-day course is intended for myEvolv CS system users who perform Case Management duties. This training assumes that client data, enrollment information, and Family Case data will have been previously entered or will be entered by other staff. The scenarios presented in the training are not intended to cover every business scenario, but they will cover the information necessary for effectively using the system.

This is a Train the Trainer course. It will cover all aspects of the system relating to Case Management. If, in your agency or program, the people who will be performing case management will also be entering new client data, this training should be customized by your agency to include portions of the Client Management Training.

  • Click here to download the Word version for myEvolv version 9.0.6890.
  • Click here to download the Word version for myEvolv version 9.0.6751.
  • Click here to download the Word version for myEvolv version prior to 9.0.6751

Learning Objectives

Participants will be able to:

  • Enter services for clients 
  • Enter assessments and plans as part of a treatment cycle
  • Use Fast Track for entering client services
  • Enter Family Case services and apply them to individual case members
  • Record Group services for clients and non-clients
  • Track attendance 
  • Enter Incident and Outreach information
  • Work in the Supervisor Area