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Find the SOP you’re looking for under these categories: |
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ONBOARDING |
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The CS Ops initial everyday process: |
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Got a new account assigned to you? Here’s what to do: 🛳️ MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts |
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Have any training sessions coming up? 📚 MT-CS-003-01 Learning Training |
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ADOPTION AND RELATIONSHIP IMPROVEMENTS |
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Has Onboarding been completed? The next step is: |
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To save and expand our customer relationships: |
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In a pinch with an account, or are they past due? Here’s what to do: ‼️ MT-CS-005: Escalations |
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For all admins that want to recommend us: |
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ACCOUNT TASKS |
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If your account has a Premium service level |
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Did your admin purchase an HRIS integration or SSO Service? Here’s what to do: |
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OTHER TYPES OF ACCOUNTS |
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For SMB accounts that have the special Compliance package: |
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If your customers are expanding their businesses: |
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Does/will your account have FMC? |
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HAND-OFFS |
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If you are going to transfer or receive accounts: |
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If your customers will leave MedTrainer soon: |
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If you’re going on vacation: |
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CS COMPLIANCE |
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To know what/how/why we will evaluate: |
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Never lose track of your emails, calls and meetings again! |
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ONBOARDING
ROLE-SPECIFIC MATERIAL |
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Any SOP, resource or document specific to a role will be linked here:
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DCSMs:DCSM Account View Layout |
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CCSMs:CCSM Account View Layout |
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New Hires! |
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SCSMs:SCSM Account View Layout |
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New Hires!
MT-CS-019: New CSM Onboarding
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Need a bit more help? |
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Need a bit more help? | ||||||||
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FOR OUR CLIENTS |
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Does your client want to set up their account? Share this to give them a hand!
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Remember that our https://support.medtrainer.com/home/whats-new/new-product-updates#h.swazv4d2qelq has many guides that our clients will find useful! |
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FOR OUR CLIENTS |
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FOR CSMS |
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Need to set up a new account and know more about Organization Management? Check this out! (yes, this one is for you too 💙 ) |
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Are your clients concerned about our mass communication through Outreach sequences? Here’s what to do: |
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A pro tip is to dive into a https://support.medtrainer.com/home/whats-new/new-product-updates#h.swazv4d2qelq to stay on top of our platform updates and best practices! |