The webinar focuses on best practices for data entry in the ETO (Efforts to Outcomes) system, with a specific emphasis on touchpoints and referrals. Touchpoints are the primary means of capturing data about interactions with participants, including information about services provided, assessments, and outcomes. The session covers the process of creating and managing individual touchpoints, as well as the option to record touchpoints for multiple participants simultaneously to save time. Participants learn how to navigate to the participant history and view all touchpoints associated with a given individual.
The webinar also addresses the referrals functionality within ETO, which allows users to track both internal and external referrals. The presentation demonstrates the steps for creating a new referral, including selecting the appropriate referral form, identifying the participant, and specifying the program or entity to which the individual is being referred. Participants learn about the bi-directional nature of referrals, where the receiving organization can accept or reject the referral. The session highlights the importance of understanding the specific referral features enabled by the organization's administrators. The webinar concludes by providing resources for further support, including the knowledge base, training videos, and customer support options.
Data Entry in ETO Presentation Slides
