Training Schedule

Item

Individual(s)

Date

Comments

Layout - Overview:

X-Calendar

X-Card & Table View

Tabs Overview:

X-Schedule (brief overview)

X-Today

X-Schedule Interpreter

X-Find Assignment

X-Journal Report

-Accounting (brief overview)

X-Bundle Appointment

X-Review Paperwork

X-Review Center

X-Create Invoices

X-Find Invoices

X-Payment Center

X-Find Vendor Payment

X-Receive Payment

-Tools & Settings (brief overview)

X-My Settings

X-Compliance Center

X-Control Center

X-Communication Center

X-New Account

X-New Interpreter

-Training (brief overview)

X-How to navigate

Show Docs

X-Show Alpha

-Download (Personal Cell Phones)

X-On The Spot

Gaby,  Lourdes, Steph

5/2/2022

"X" signifies completed

Schedule

X-Today

X-Card/Table View

X-Calendar

X-Schedule Interpreter

X-Intake

X-Confirmations

X-Upload Notices

X-Card/Table

X-Request

X-Edit

X-Reschedule

X-Clone

X-Cancel

X-Journal

X-Assign

X-No Vendor

X-Additional

X-Compliance

X-Control

Find Assignment

X-Appointment ID

X-Imported ID

X-Vendor

X-Account

X-Service

X-Record ID

X-Consumer

X-Journal Report

X-Find Vendor

X-Active

X-Inactive

X-My Settings

X-Locations

X-Edit

X-Add

X-Language

X-Edit

X-Add

X-Rates

X-Remove Vendor

X-Inactivate Vendor

X-Vendor Allow/Disallow

Lourdes, Gaby, Steph

5/2/2022

"X" signifies completed

Calendar Workflow

X-Checklist will be provided

Education Workflow

X-Checklist will be provided

Lourdes, Gaby, Steph

5/2/2022

"X" signifies completed

Accounting

X-Bundle Appointments

My Settings

X-Review Paperwork

X-Ready For Review

X-Ready For Invoicing

X-Review Center

X-Accounts

X-Vendors

X-Tools

My Settings

X-Create Invoices

X-Effective Date

X-Billable Period

X-Accounts to Bill

X-Find Invoice

X-Invoice ID

X-Assignment ID

X-Account

X-Invoice Date

X-Service Date

X-Interpreter

X-Service/Language

My Settings

X-Payment Center

X-Select Vendors

X-Process Payments

My Settings

X-Find Vendor Payment

X-Assignment ID

X-Payment ID

X-Vendor Name

X-History

X-Receive Payment

X-Quick Search

Lourdes, Steph

5/3/2022

"X" signifies completed

Gaby was on PTO she will watch video that Ana from SI recorded

Tools & Settings

X-New Account

X-Account

X-General

X-Locations

X-Users

X-Accounting

X-Invoicing

X-Privacy

X-Service

X-3rd Party

X-List of Services

X-Rates

X-Settings

X-Onsite

X-Flat Rate

X-VIS

X-Settings

X-VIS Rates

X-OPI

X-Travel

X-Rates

X-Account Notes

X-Tags

X-Settings

On the Spot!

X-Subaccount

X-Rates

X-New Interpreter

X-General Information

X-Profile

X-Smart ID

X-Skills

X-Rates

X-Exclusion List

X-Vendor Notes

X-Tags

X-Settings

X-Control Center

X-Vendors

X-Edit

X-Account

X-Edit

X-Control Center

X-Account Center

X-Vendor Center

Lourdes, Steph

5/4/2022

"X" signifies completed

Gaby on PTO - will watch video

Onboarding Vendor Workflow

X-Checklist will be provided

Lourdes, Steph

5/4/2022

"X" signifies completed

Gaby on PTO will pull files from TEAMS

Onboarding Client Workflow

X-Checklist will be provided

Lourdes, Steph

5/4/2022

"X" signifies completed

Gaby on PTO will pull files from TEAMS

Communication Center - Templates

Schedule

New

Staff

Vendor

Customer

Assign

Staff

Vendor

Customer

Edit

Staff

Vendor

Customer

Remove Vendor

Staff

Vendor

Customer

No Vendor

Staff

Vendor

Customer

Cancel

Staff

Vendor

Customer

Coverage Change

Staff

Vendor

Customer

Reschedule

Staff

Vendor

Customer

Schedule Reminder

Staff

Vendor

Customer

Follow up Reminder

Staff

Vendor

Customer

DOCS

Lourdes, Gaby, Steph

5/5/2022

"X" signifies completed