The CS Ops initial everyday process:

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

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

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

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

Has Onboarding been completed? The next step is:

🌟 MT-CS-003-04: Adoption

To save and expand our customer relationships:

📈 MT-CS-004: Retention and Upsell

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

For all admins that want to recommend us:

🫂 MT-CS-006: References

For SMB accounts that have the special Compliance package:

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

If your customers are expanding their businesses:

💣 MT-CS-017: Franchise Accounts

If you are going to transfer or receive accounts:

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

If your customers will leave MedTrainer soon:

📤 MT-CS-012: Customer Offboarding

If you’re going on vacation:

🌴 MT-CS-016: Out of Office Hand-off

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

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

Outreach Sequences and Contact Points 

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!