Personal Finance – How to Track Specific Account Types

Join our upcoming webinar on Personal Finance – How to Track Specific Account Types. The webinar will be held on Wednesday, March 6, 2019 from 12.30 pm ET/9.30 am PT to 1:30 pm ET/10:30 am PT. Letisha and Gretchen will discuss the Personal Finance module of Therap.

The Personal Finance module is designed to help the users record an individual’s transactions for various types of accounts. Moreover, it allows attaching the scanned receipt of the transaction that was made.  Apart from that, an electronic ledger can be created using this module for an individual that can be used to learn about the expenditure in different categories.

Know the presenters:

Letisha Ulmer has been the Assistant Director of Quality Assurance in Therap since 2014. She has worked as a Therap administrator, a resident’s benefits clerk as well as a day habilitation secretary in the state of New York since the year 2008. Apart from that, she took accountability for implementing Therap systems across agency programs.

Gretchen Falk-Lanfear is a Senior Training & Implementation Specialist who joined Therap in 2016. Since 2012 Gretchen has been working with the Therap system at her prior agency. Other than that she has worked in sectors such as Residential Supports, job coaching as well as provided in-home support.

To register for the webinar click here