Help Topics > Getting Started > Step 3: Optimization

Welcome to Caseload Manager

Optimization (Phase 3 of 3)

 

Welcome to the Optimization Phase of Caseload Manager.

In this phase, please complete these tasks:

1) Create a Template

2) Review Reports

3) Create a Report

You're Done! 

You may view additional advanced support pages here

Additional Video Tutorials here.

 

 

You're Done! Click Here for Advanced Topics or Click Here to Schedule your Personalized Tour