eimmigration Basics for New Users

Hosted by Ray Herrera

May 23, 2025

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10:00 AM PT

New to eimmigration? This training is for you. We’ll cover the most important functionality everyone needs to know to start using eimmigration.

This interactive session goes over all the basics and gives you a chance to ask your questions live. In just one hour, you’ll learn how to:

Create and open client profiles
Link client records
Create new case files
Set reminders for important tasks
Capture client info using questionnaires
Auto-populate forms with client data

Whether your organization just started using eimmigration or you’ve recently been added as a new user, register for this training webinar to learn your way around the system.

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Webinar: eimmigration Basic Training for New Users

If you are new to eimmigration and want to learn how to use the system use this ondemand webinar to learn the basic steps such as opening profiles, linking members, and creating cases to work on Forms.

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