Propel: Training Resources

Welcome to Propel! In this article, you'll find links to all the guides and video resources you need to get started!

Step-by-Step Guides

If you prefer to learn by reading guides, please use the resources below. Each link will open step-by-step instructions on how to use Propel's most common features. 

Navigation and Notifcations

Case Creation

Presentations and Case Sharing

Concepts

Client and Policy Management

Video Resources

Check out our YouTube training playlist, where you'll find a video equivalent for all the guides provided above.

Click Here to Access The Training Playlist.

Still Need Help?

Feel free to contact our customer success team! You can speak to the team directly in Propel through the "Ask Us A Question" tab on the right side of the page.

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We're also available for meetings. If you want to schedule a one-on-one meeting, please use the link below!

Click Here To Schedule A Meeting