Onboarding

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Bookmarks

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  1. InContact
  2. Kronos
  3. AYR Assignments
  4. Appointment Calendar
  5. JIRA - Dashboard / Login
  6. iMatrix Intranet

BOND Queues

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

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. Content Transfer Schedule
  2. Submit Content Transfers
  3. 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. Standardized Note Structure
  2. Live / Not Live Queue
  3. Content Transfer Guide

Webinar

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  1. Webinar Setup Instructions
  2. Website Editor - SCRIPT
  3. Portal Application - SCRIPT
  4. Website Editor - Handout
  5. Portal Application - Handout

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) · about 2 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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