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Home > Case Management System End-User Training

Case Management System End-User Training

Optimum provide effective end-user training solutions for both bespoke and off-the-shelf Case Management systems.

Introduction to Case Management Systems Training

As part of the transformation and personalisation agenda, health and social care institutions are increasingly switching from legacy, paper-based processes to integrated, electronic workflows.

Coupled with the strain on resources to deliver back office efficiency, Optimum’s user-focused training programmes empower users with the knowledge to improve and maintain their productivity levels.

We have supported several local authorities with roll-outs of both adult and children case management solutions, ensuring a cost-effective training solution is implemented alongside with a sustainable business-as-usual support mechanism.

Our experience developing training for Case Management Systems includes:

  • Highly tailored classroom courses, reflective of the different users’ specific roles including typical, real-life scenarios
  • A full administration and reporting system to handle course bookings and schedules
  • Electronic quizzes and eLearning material, which staff can complete to test their knowledge before their training course
  • Bespoke one-day courses for specific types of cases such as 16+, disabled or fostered children

Bespoke End-User Case Management Systems Training

Optimum develops training programmes that reflect the user’s perspective by analysing the degree of change and incorporating the business processes and workflows for each role group. Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users engage with the software and adopt the new processes.

We offer a range of training services to support the whole lifecycle of the end-user training phase, ensuring your project team can focus on the core project at a crucial stage. Every business project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.

Training solutions include:

  • Planning and design of the training programmes
  • Development of bespoke reference guides, quick cards, eLearning and video tutorials
  • Delivery in the form of classroom, presentation, eLearning and remote classroom sessions
  • Administration of the training programme

Case Management Systems Internal Training Programme

Many organisations plan to manage the end user training programme using internal resources, as this is often seen as an inexpensive way to train staff. However, this can be a high risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can often provide a very successful outcome.

Optimum can ensure your identified super users / trainers have focused and scripted supporting documentation to enable them to cascade an effective case management systems training programme to your staff at go-live. We can also develop a bespoke internal training programme for your identified super users / trainers, ensuring they are confident and fully equipped to support during go-live and business as usual.


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We offer experienced, professional trainers for any end-user training platform…