This webinar focuses on the entity functionality within the ETO (Efforts to Outcomes) system. Entities represent third-party organizations that impact the lives of participants, such as service providers, referral partners, or employers. The presentation emphasizes the importance of preventing duplicate entities to maintain data accuracy and integrity. Participants learn how to search for existing entities using the quick search bar or the dedicated entity search feature, which allows them to view details about the entity and take actions like recording touchpoints.
The session covers the process of adding new entities to the system, including filling out the required fields like entity type, subtype, and services provided. This information is crucial for later identifying and connecting the appropriate entities when making referrals. The webinar demonstrates how to link participants to entities, primarily through the referrals functionality, where users can search for and select the relevant entity based on the services it offers. The presentation emphasizes that the entity-related features and configurations can be customized by the organization's administrators to meet their specific needs. Participants are encouraged to provide feedback to their administrators if they identify any gaps or desired enhancements to the entity management capabilities.
Working with Entities Presentation Slides
