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ID

NAME

MT-CS-001

: Account Creation and CSM Assignment

MT-CS-002

: Onboarding for Learning, Compliance and Credentialing Software Accounts

MT-CS-003-

1

01 Learning Training

MT-CS-003-

2

02: Compliance Training

MT-CS-003-

3

03: Credentialing Software Training

MT-CS-003-

4

04: Adoption

MT-CS-004

: Retention

&

and Upsell

MT-CS-005

: Escalations

MT-CS-006

: References

MT-CS-

007SMB Accounts

013: Document Upload

MT-CS-

008

SOP Certification Process

018: SSO and HRIS Integrations

MT-CS-

011Account Transition to a New CSM

007: Small and Midsize Businesses (SMB Accounts)

MT-CS-

012Customer Offboarding

015: Hybrid Account Management and Transition

MT-CS-

013Document Upload

017: Franchise Accounts

https://medtrainer.atlassian.net/wiki/x/BADo9w

MT-CS-

014Communication Tracking

012: Customer Offboarding

MT-CS-

015

Hybrid Accounts

MT-CS-016

Franchise Accounts

016: Out of Office Hand-off

MT-CS-017

https://medtrainer.atlassian.net/wiki/pages/resumedraft.action?draftId=4159537153&draftShareId=eb47c8e9-47f4-4a74-977e-bc515604a70f

MT-CS-

018SSO and HRIS Integrations

014: Communication Tracking