CM Fundamentals Overview
Comprehensive Fundamentals Overview
Description
Summary
Comprehensive Fundamentals overview for new users/firms or firms that updated from an older version. Does not cover Financials.
Details
Topics covered:
• Collection-Master Basics and Navigation, Running Updates (1 Hour)
• Internal Database Files and Related Parties and System Defaults (2 Hours)
• Reviewing and Entering Claims, Account Card Review (2 Hours)
• Diaries, Payment Recognition, Document Setup, Workflow Automation (3 Hours)
• Group Security and Zone Security, Reporting Features, Maintenance (2 Hours)
• Collection-Master Basics and Navigation, Running Updates (1 Hour)
• Internal Database Files and Related Parties and System Defaults (2 Hours)
• Reviewing and Entering Claims, Account Card Review (2 Hours)
• Diaries, Payment Recognition, Document Setup, Workflow Automation (3 Hours)
• Group Security and Zone Security, Reporting Features, Maintenance (2 Hours)
Benefits
Since the session will be recorded, it will be a valuable onboarding tool for new firm personnel in the future. Includes Q&A.
Helpful Links:
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Related Packages:
Basics
ID #
016-CM
Product
Collection-Master
Category
Training
Service
Web Based Training
Est Time
10 Hours