CAP Mini-Workshop 7: Services & Referrals

⏰ Register by: Aug 12, 2026

Learn how to manage client services and referrals from start to finish — including family and group service events — and discover how the Client Portal increases collaboration and communication.

📅 Date & Time

Aug 19, 2026 @ 10AM-12PM (ET)

🎟️ Cost

$299/person OR all 10 mini workshops $1,999/person

📍 Location

Zoom link to be provided after registration

View agenda ↗

OVERVIEW

Enjoy curated learning sessions with limited participants (<26 per cohort), breakout sessions, networking, and office hours with faculty.

This practical workshop focuses on building strong case management practices using GoEngage. Participants will learn how to configure case management settings, navigate the client view for quick insights, manage projects and assessments, and document services with clear, outcome-focused notes. The session also covers how to connect notes to NPI outcomes and how to use built-in tracking tools for monitoring and reporting.

Designed for case managers, program staff, and supervisors who support client progress and outcomes.

Who should attend?

Data Managers, Health Managers/Coordinators, Health Team Members, Nutrition Managers/Coordinators, Nutrition Team Members

Why directors should send their staff:

This workshop helps participants streamline service delivery and referral tracking in GoEngage. Attendees will learn how to track and report services, manage referrals, coordinate family and group service events, and use collaboration tools such as notes and events. The training also explores how to activate and use the Client Portal to strengthen engagement and communication with clients.

Ideal for staff managing direct services, referrals, and community partnerships.

AGENDA & REGISTRATION

Register now

Ready to join us? Here’s how to register:

Log in to GoEngage. Go to Help > Sign up for an event.
In the Shopping Cart tab, click the add new icon to add an event. Close.
Click Place order now to download a PDF for approval and/or submit your order.
Traveling to Reston? Book your stay at our recommended Hotel: Homewood Suites by Hilton Reston (includes Lyft to/from GoEngage Training Center)