MB Training
Day 1 of Hire -
How to review a chart for any issue -
How to Add New Lead
How to ‘look up’ old clients/prospects
VERY IMPORTANT
Day 1 of Hire -
- MB on Laptop = Confirm employee login and password is working. Work only under your login
- MB App - Download and use MB app on your cell-phone – as employee
- Adds herself as a client = account profile, online store, visit-schedule-payment history, check out Online store, Help section (videos etc)
- Tab Training
- 3 Modules Training >> Profile Module, Sales Module, Service Module
- Clean up - Profile Clean up & Treatment Data Clean up
- Treatment Progress Check/Audit
How to review a chart for any issue -
- Putting it all together for Service = Tx Progress Check/Audit & Daily Tx Logbook =Good Treatment & Great Results!
- Putting it all together for Sales = Wish List > Quote Sheet / Follow Up Sequence
How to Add New Lead
How to ‘look up’ old clients/prospects
VERY IMPORTANT
- Appointment Tab = Check in/check out consults & treatments correctly
- AM and PM Checklist = Schedule at a glance Report & Appointment Tab view
- How to lookup your contact logs daily (especially ‘red’ overdues) for f/u sequence