1. Open client profile

2. Select the Trainings tab

3. Select the Attended toggle

4. All attended trainings will appear below

5. Select the training the client has completed

6. Training box will expand

7. Be sure client has attended all mandatory sessions

8. Click Complete

9. System will save automatically


To record a staff member's completion of training, open the staff member's profile (learn how to locate a staff member's profile hereand follow steps 2-9 above