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May Live Online Training
Client Care's May online tutorial training will be Friday May 31, at 9am Alaska/10am Pacific/11am Mountain/12pm Central/1pm Eastern.
Fernando will be showing the new feature in billing that tracks calls to insurance: that colored phone icon! Jennifer will be teaching about Prospective Client reports, a nifty tool to track your clients and increase the number coming into your care. If time remains, we will open it up to Q&A.
All users are welcome and we hope to see you there. Zoom link to join is: https://zoom.us/j/119789136
A New Face
Eggleston, LM, CPM, will be training this month, so you may see her
join a Zoom with us. She is already an experienced ClientCare user, and
we are excited to have her joining our customer service team. More
details will follow soon about Kristin and her role at ClientCare.
New History Section
This section has been entirely redesigned based on your feedback, and the mock up will be ready to share with anyone interested by next week! Please email firstname.lastname@example.org if you'd like the opportunity to review the plans and provide feedback.