Training

We Offer:

• On-Site or off-site Classes
• Internet-based Classes
• End-user Training
• Administrator Training

Classes to Fit Your Schedule

Do the time slots and agendas meet your current needs? If not, we can arrange classes to fit the needs of your organization.

We hope you will take advantage of this opportunity and we look forward to helping you and your company get the most out of Cabinet NG.

Course Descriptions

CNG-SAFE is designed to introduce new users and administrators to the fundamentals of CNG-SAFE. Topics include filing documents through a scanning process, dragging and dropping existing files and the use of CNG-Filer. This class also covers methods for rapidly locating and retrieving documents.  You will learn terminology specific to document management and the use of the CNG-SAFE toolbar.

CNG-BOOKS covers all aspects of using the CNG-Books interface for QuickBooks. Attendees will learn how to enter bill, payment, and credit card transactions into QuickBooks from scanned images and/or electronic files. The course also covers workflow and manual routing. This class covers how documents can be attached to an existing transaction and filing miscellaneous documents.

System Administration is designed to help the administrator understand the security and configuration aspects of CNG-SAFE. Attendees will learn how to set up or edit filing cabinets, indexes and tabs; copy an existing cabinet; set up groups and user rights and add or edit users.

Naming Templates demonstrates how standardizing filing conventions can speed the file, search, and retrieval of documents used in your business. This class helps you understand how to standardize filing conventions, set up templates and use document keyword search to find files. All employees who create and file documents should use and be familiar with naming templates.

Batch Scanning is used to capture and file large volumes of scanned images into CNG-SAFE. This class covers all the features of the CNG-Batch application, the use of naming templates, and how to organize documents to speed the filing process. Attendees will learn how to scan documents into CNG-Batch and then file them using both manual and automated methods. The class also covers the use of bar codes for automated filing. Class members should also attend the Naming Templates session, which is essential for the efficient use of CNG-Batch.

Workflow is used to direct documents or folders through a structured sign-off or approval process. Workflow is ideal for purchase requests, purchase orders, employee evaluations, policy and procedure changes, patient reviews, second opinions, etc. This session covers creating and using manual workflow routes, group workflow routes, linear workflow rules and dynamic workflow rules.

 

Web-based Training Sessions

Choose the sessions you want from the lists below. The links will open in a new window.

All training sessions are one hour long. Sessions repeat once a month (schedule).