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The training team meets with clients early in the project by hosting milestone demo sessions that show the completed functions in the client's environment. Additional demo sessions are hosted by request.
The following underlined sections further explain the training strategy.
Milestone Demos
| Topic | Duration |
|---|---|
Operational Excellence WorkshopThe workshop aims to discuss workforce management at a critical time, such as the project's nascency or before a migration effort. We'll teach new or existing clients how to manage work efficiently and offer suggestions based on how they currently distribute tasks to their teams. This session includes high-level demos of both intake and back-office so that attendees who have never seen QFD can be introduced. | 2 hours |
Milestone 1: Intake Show |
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& TellIn this session, we'll walk through claim creation workflow, claim intake questionnaires, and what tools are available to users when following |
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up on existing claims. | 1 hour |
Milestone 2: Merchant |
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Collaboration/Add-ons Show & TellIn this session, we'll demo and discuss add-ons and merchant collaboration workflows including Ehtoca and Verifi, Mastercom and Visa, correspondence, and Get Case URL (all where applicable). | 1 hour |
Milestone 3: Accounting/Back-office Show |
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& TellIn this session, we'll cover back-office work as it relates to accounting adjustments, review fees and interest, and discuss BIX (all where applicable). | 1 hour |
| Total demo time | 5 hours |
Deliver e-Training Modules
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| Topic | Duration |
|---|---|
Claim Intake TrainingIn this session, we'll tour the homepage and demo how to create a new claim. We'll walk through a few examples so that learners will be familiar with the various prompts that can populate. We'll discuss how to follow up on existing claims and learn about the actions available to us. | 2 1.5 hours |
System Training (Back-office)We'll tour the homepage, review the work inventory dashboard, and discuss Assignment Groups. This session will focus on the Case Rollup stages, Case Assets, and the Case Tools available in the back-office portal. | 1.5 hours |
Assignment WorkIn this session, we'll discuss the dispute workflow in the back-office, learn how to complete user assignments, and work test cases from start to finish. | 1.5 hours |
Leadership TrainingIn this session, we'll review the manager dashboard, review Assignment Groups, and discuss the reporting hub. We'll cover key reports (daily, weekly, monthly), know how to schedule reports, and dive into user management in the Admin Portal. | 2 hours |
| Total training time | 9 6.5 hours |
Prerequisites for Remote Training Sessions
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