Data Management for Ombuds Offices

Advanced Ombuds Caseload Manager ~ Ask Specific Questions for Your Office

We will review features that are specific to ombuds offices, such as Auto-Delete Identifying Information, Automated Deadlines, Data Trend Reporting, and Creating Templates.

If you have additional topics you would like to be reviewed, please describe in the comments below. 

Tuesday, April 10th,10am Pacific, 1pm Eastern

This 30 minute webinar will include a live demonstration of Caseload Manager, already being used by many ombuds programs.  There will be time to ask specific questions.

  • Caseload Manager is for small, medium, and large offices
  • Manage your contacts and calendars
  • Create appropriate staff access levels
  • Track contacts, visits, referrals
  • Track mediations, investigations, training
  • Pre-populated with IOA complaint categories
  • Create email stationary, reports, automated follow-ups, individual invoices, surveys -- all from the Caseload Manager system! 


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Here is a link to the webinar, to save and keep in your calendar: 

A reminder link to the webinar will also be emailed to you. 


Time: Tuesday April 10th, 2018, 10:00 AM Pacific Time, 1PM Eastern Time


Join from PC, Mac, Linux, iOS or Android:

 iPhone one-tap:  14086380968,6492416033# or 16465588656,6492416033#


    Dial: +1 408 638 0968 (US Toll) 

    Meeting ID: 649 241 6033