Title: SOP and User Guide Catalog  
Owner: arlene.coello
Creator: arlene.coello Jul 03, 2024
Last Changed by: arlene.coello Dec 02, 2024
Tiny Link: (useful for email) https://medtrainer.atlassian.net/wiki/x/JAA99g
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CS Knowledge Base (1)
    Home page: Customer Success Knowledge Base
Hierarchy
Children (23)
    Page: MT-CS-001: Account Creation and CSM Assignment
    Page: MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts
    Page: MT-CS-003-01 Learning Training
    Page: MT-CS-003-02: Compliance Training
    Page: MT-CS-003-03: Credentialing Software Training
    Page: MT-CS-003-04: Adoption
    Page: MT-CS-004: Retention and Upsell
    Page: MT-CS-005: Escalations
    Page: MT-CS-006: References
    Page: MT-CS-007: SMB (Small Medical Business) Accounts
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  • Only mario.mihalic can edit this page. (set by arlene.coello at Sep 10, 2024 16:03)
  • Only arlene.coello can edit this page. (set by arlene.coello at Jul 03, 2024 21:39)
Time Editor  
Dec 02, 2024 19:58 arlene.coello View Changes
Dec 02, 2024 19:56 arlene.coello View Changes
Dec 02, 2024 19:49 arlene.coello View Changes
Dec 02, 2024 19:39 arlene.coello View Changes
Dec 02, 2024 19:28 arlene.coello  
Outgoing Links
External Links (3)
    https://medtrainer.atlassian.net/wiki/x/BADo9w
    https://medtrainer.atlassian.net/wiki/pages/resumedraft.act…
    https://support.medtrainer.com/home/whats-new/new-product-u…
CS Knowledge Base (23)     Page: SOP and User Guide Catalog
    Page: MT-CS-003-04: Adoption
    Page: MT-CS-014: Outreach Setup & Management
    Page: MT-CS-004: Retention and Upsell
    Page: MT-CS-016: Out of Office Hand-off
    Page: MT-CS-019: New CSM Onboarding
    Page: Initial Organization Management Setup
    Page: MT-CS-017: Franchise Accounts
    Page: MT-CS-003-03: Credentialing Software Training
    Page: MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts
    Page: MT-CS-003-01 Learning Training
    Page: MT-CS-013: Standard and Premium Service Level Requests
    Page: MT-CS-020: Digital CSM Master SOP
    Page: MT-CS-003-02: Compliance Training
    Page: Outreach Sequences and Contact Points 
    Page: MT-CS-012: Customer Offboarding
    Page: MT-CS-006: References
    Page: MT-CS-007: SMB (Small Medical Business) Accounts
    Page: MT-CS-001: Account Creation and CSM Assignment
    Page: MT-CS-015: Hybrid Account Management and Transition
    Page: MT-CS-018: SSO Services and HRIS Integrations
    Page: MT-CS-021: Delinquent Accounts: Payment Reminders and Collections
    Page: MT-CS-005: Escalations