Client Relations New Employee Training

14 points

Steps must be taken in order

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Learning Path Steps

  • Invoices

    1 Points
  • Entering a W-9

    This lesson will teach you how to add a W-9 in QuickBase.This lesson will teach you how to add a W-9 in QuickBase.
    1 Points
  • Best Practices for Phone Conversations

    This lesson includes tips and tricks to having better phone conversations with your clients.This lesson includes tips and tricks to having better phone conversations with your clients.
    1 Points
  • 10 Major Dos and Don\\\\\\\'ts of Customer Service

    In this Lesson, we'll go over 10 phrases that should never be used during service interactions.In this Lesson, we'll go over 10 phrases that should never be used during service interactions.
    1 Points
  • 7 Things You Shouldn\\\\\\\'t Do When Dealing With an Upset Customer

    In this 10-min Lesson, we'll take a look at what NOT to do to keep things from going from bad...In this 10-min Lesson, we'll take a look at what NOT to do to keep things from going from bad to worse with unhappy customers.Read More
    1 Points
  • UC Program Knowledge

    1 Points
  • RMA Program Knowledge

    1 Points
  • Knowledge Check Quiz 1 - UC/RMA Program

    1 Points
  • Knowledge Check Quiz 2 - Providers

    1 Points
  • Knowledge Check Quiz 3 - Claim Status

    1 Points
  • Client Relations - TripTime Inbound Calls

    1 Points
  • Program Documents

    1 Points
  • Provider Claims Porta

    1 Points
  • MAPs Resource Portal Overview 2023

    1 Points
October 9, 2023