Training & Technical Support – 211 San Diego

Training & Technical Support

Resource Library

User Guides and Job Aids

Here's a quick way to learn how to navigate the CIE. See helpful tools such as a glossary of terms, step-by-step instructions, and all other materials available to download.

Training Videos

Need a refresher on how to accept a referral or add yourself to a care team? Watch a tutorial with examples of how to utilize the CIE in these short videos.

Partner Toolkits

Custom Toolkits created for CIE partners.

Contact CIE Helpdesk

To enroll in online E-learnings, reset your password, request personalized training sessions or to receive CIE technical support, please complete this form.

User Guides and Job Aids

Steps for Updating your Service Listing Profile

Need to replace an expired link or change the eligibility requirements for your service? This one-pager provides instructions on how to update your service listing.

Managing CIE User Profiles

Are you brand new to CIE and need to set up your users’ access? Has someone changed roles? Here is a summary of how to keep your staff’s information up to date. 

Glossary of Terms

A brief explanation of the terms and objects found within the CIE.

CIE User Guide (Extended)

This guide outlines in detail how to search, look-up, view client details,  upload client consents, and search for referrals for clients in CIE.

CIE User Guide (Simple)

This simplified guide outlines how to search, look-up, view client details,  upload client consents, and search for referrals for clients in CIE.

Use Case:
San Ysidro Health User Guide

This guide was created specifically for San Ysidro Health and outlines the Social Determinants of Health Screening questions and responses as seen in the CIE  (including a Spanish translation).

Referral Management Guide

This guide outlines how to search, look-up, view client details,  upload client consents, and search for referrals for clients in CIE. It also includes trouble-shooting/help tips.

Guide to Update/Revoke a Client's Consent

This guide outlines the steps to update a client’s consent form to an authorization form.

Troubleshooting Guide
(Help Tips)

For help with common trouble shooting please view this 2-pager.

CIE Authorization - Help Text

Help text that helps explain the CIE authorization form. 

More To Come...

For more help or to request a personalized user guide please connect with our CIE  training team.

Training Videos

Referrals

Global Referrals E-Learning Preview

CIE partners can now make direct referrals among each other without involving 2-1-1. This transforms CIE from a hub-and-spoke referral network into a fully-connected mesh network. Click through this interactive training module to learn more about Global Referrals.

Referral Management

Learn how to manage incoming direct referrals from within the CIE.


Authorizations

How to Consent an Individual into the CIE

Learn how to add a client’s profile into the CIE once they have provided their consent to participate.

Joint CIE and RTFH Authorization

Learn more about the RTFH and CIE Multiparty Authorization

Partner Toolkits