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

If your account has a Premium service level

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

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

MT-CS-018: SSO Services and HRIS Integrations

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

Does/will your account have FMC?

MT-CS-015: Hybrid Account Management and Transition

If you are going to transfer or receive accounts:

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

If your customers will leave MedTrainer soon:

https://medtrainer.atlassian.net/wiki/spaces/CSKB/pages/4159537378

If you’re going on vacation:

https://medtrainer.atlassian.net/wiki/spaces/CSKB/pages/4159177158

To know what/how/why we will evaluate:

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

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

https://medtrainer.atlassian.net/wiki/spaces/CSKB/pages/4159504610

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

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

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

https://medtrainer.atlassian.net/wiki/spaces/CSKB/pages/4154654777

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

https://medtrainer.atlassian.net/wiki/spaces/CSKB/pages/4183719937

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!