Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#79E2F2

Find the SOP you’re looking for under these categories:

Black White Minimalist Professional Motivational Quote Twitter Headers.png
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

ONBOARDING

Panel
bgColor#B3F5FF

The CS Ops initial everyday process:

📤 MT-CS-001: Account Creation and CSM Assignment

Panel
bgColor#B3F5FF

Got a new account assigned to you? Here’s what to do:

🛳️ MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts

Panel
bgColor#B3F5FF

Have any training sessions coming up?

📚 MT-CS-003-01 Learning Training

MT-CS-003-02: Compliance Training

📑 MT-CS-003-03: Credentialing Software Training


Black White Minimalist Professional Motivational Quote Twitter Headers (1).png
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

ADOPTION AND RELATIONSHIP IMPROVEMENTS

Panel
bgColor#DEEBFF

Has Onboarding been completed? The next step is:

🌟 MT-CS-003-04: Adoption

Panel
bgColor#DEEBFF

To save and expand our customer relationships:

📈 MT-CS-004: Retention and Upsell

Panel
bgColor#DEEBFF

In a pinch with an account, or are they past due? Here’s what to do:

‼️ MT-CS-005: Escalations
💸 MT-CS-021: Delinquent Accounts: Payment Reminders and Collections

Panel
bgColor#DEEBFF

For all admins that want to recommend us:

🫂 MT-CS-006: References


Black White Minimalist Professional Motivational Quote Twitter Headers (2).png
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

ACCOUNT TASKS

Panel
bgColor#C0B6F2

If your account has a Premium service level

📄 MT-CS-013: Standard and Premium Service Level Requests

Panel
bgColor#C0B6F2

Did your admin purchase an HRIS integration or SSO Service? Here’s what to do:

💻 MT-CS-018: SSO Services and HRIS Integrations


Black White Minimalist Professional Motivational Quote Twitter Headers (3).png
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

OTHER TYPES OF ACCOUNTS

Panel
bgColor#ABF5D1

For SMB accounts that have the special Compliance package:

MT-CS-007: SMB (Small Medical Business) Accounts

Panel
bgColor#ABF5D1

If your customers are expanding their businesses:

💣 MT-CS-017: Franchise Accounts

Panel
bgColor#ABF5D1

Does/will your account have FMC?

🔀 MT-CS-015: Hybrid Account Management and Transition


Black White Minimalist Professional Motivational Quote Twitter Headers (4).png
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

HAND-OFFS

Panel
bgColor#B3D4FF

If you are going to transfer or receive accounts:

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

Panel
bgColor#B3D4FF

If your customers will leave MedTrainer soon:

📤 MT-CS-012: Customer Offboarding

Panel
bgColor#B3D4FF

If you’re going on vacation:

🌴 MT-CS-016: Out of Office Hand-off


Black White Minimalist Professional Motivational Quote Twitter Headers (5).pngImage Added
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

CS COMPLIANCE

SOP Title6.pngImage Removed
Panel
bgColor#EAE6FF

Never lose track of your emails, calls and meetings again!

🔎 MT-CS-014: Outreach Setup & Management


Black White Minimalist Professional Motivational Quote Twitter Headers (6).pngImage Added
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

ONBOARDING

SpecificSOPs.pngImage Removed

ROLE-SPECIFIC MATERIAL

Panel
bgColor#79E2F2 Panel

Any SOP, resource or document specific to a role will be linked here:

panelIconIdd408624d-5861-4835-9f70-cba46b1c09ef
panelIcon:digitool2:
panelIconText:digitool2:
bgColor#B3F5FF

DCSMs:

(blue star) DCSM Account View Layout

MT-CS-020: Digital CSM Master SOP

Panel
panelIconIdb5ae0d3b-74b0-4b9d-a05d-04aab4302104
panelIcon:target:
panelIconText:target:
bgColor#B3F5FF

CCSMs:

(blue star) CCSM Account View Layout

Panel
panelIconId1f31f
panelIcon:star2:
panelIconText🌟
bgColor#B3F5FF

New Hires!

MT-CS-019: New CSM Onboarding

Panel
panelIconId268741cd-4967-489f-92db-7c860ac88e0c
panelIcon:businessplan:
panelIconText:businessplan:
bgColor#B3F5FF

SCSMs:

(blue star) SCSM Account View Layout


Panel
panelIconId
1f31f
1f4da
panelIcon:
star2
books:
panelIconText
🌟

New Hires!

MT-CS-019: New CSM Onboarding
📚
bgColor
#B3F5FF
#79E2F2

Need a bit more help?
Check out these User Guides:

Black White Minimalist Professional Motivational Quote Twitter Headers (7).pngImage Added
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#79E2F2

Need a bit more help?
Check out these User Guides:

#B3BAC5

FOR OUR CLIENTS

Panel
bgColor#C0B6F2

Does your client want to set up their account? Share this to give them a hand!

View file
nameInitial Organization Management Setup.pdf

Panel
bgColor#998DD9

Remember that our https://support.medtrainer.com/home/whats-new/new-product-updates#h.swazv4d2qelq has many guides that our clients will find useful!

Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

FOR OUR CLIENTS

UserGuide1.pngImage Removed

Black White Minimalist Professional Motivational Quote Twitter Headers (8).pngImage Added
Panel
panelIconId1f4da
panelIcon:books:
panelIconText📚
bgColor#B3BAC5

FOR CSMS

UserGuide2.pngImage Removed

Panel
bgColor#B3F5FF

Need to set up a new account and know more about Organization Management? Check this out! (yes, this one is for you too 💙 )

Initial Organization Management Setup

Panel
bgColor#B3F5FF

Are your clients concerned about our mass communication through (blue star) Outreach sequences? Here’s what to do:

Outreach Sequences and Contact Points 

Panel
bgColor#79E2F2

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!