Onboarding

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Bookmarks

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  1. TV Board Doc
  2. InContact
  3. Kronos
  4. AYR Assignments
  5. Appointment Calendar
  6. JIRA - Dashboard / Login

BOND Queues

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  1. OB Dashboard
  2. Open Queue
  3. Daily Completed Cases Queue
  4. GetFeedback Queue
  5. Live Queue
  6. Not Live Queue

Onboarding Documentation

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  1. OB Documentation Folder

Onboarding Call Resources

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  1. OB GetFeedback Form
  2. Ob - Most Used Numbers
  3. Why Go Live?
  4. OBC Role Process
  5. Onboarding Call Structure
  6. OB - Q&A LIVE Checklist

Enfra

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  1. Enfra Production Queue
  2. Enfra Content Transfer Queue
  3. Enfra Completed Content Transfer Queue
  4. Submit Content Transfer
  5. Submit Production cases

Portal Gallery Sites

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  1. gallery.chiromatrix.com
  2. gallery.vetmatrix.com
  3. gallery.imatrix.com/eyecare
  4. gallery.imatrix.com/beauty

Portal Resources

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  1. Portal Images - Google Drive
  2. Portal Template Image Spec Sheet - Google Sheets

Stock Images

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  1. Pexels - Free Stock Photos
  2. Salon
  3. Chiropractic
  4. Vet
  5. Optometry
  6. Ophthalmology

Work Flows

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  1. Kick Outs
  2. Manually Create Portal Accounts
  3. Create a domains Case
  4. Standardized Note Structure
  5. Content Transfer Guide

Webinar

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  1. Webinar Folder
  2. Webinar Setup Instructions
  3. Portal Application Script

Domain Resources

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  1. Portal Domain Transfer Statuses

Client Liaison

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  1. Client Liaison Workflow

Support Resources

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Google Drive folder with Onboarding resources made for Support.

  1. OB folder for Support
1 Comment
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  1. Sherry Guo
    Sherry Guo (follows this board) · 4 months ago

    https://calendar.google.com/calendar/render?mode=day&date=20171214T230612&pli=1#main_7%7Cweek-2+24458+24464+24462 Suggested for Onboarding Call Resources

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