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Topic | Duration |
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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 & TellIn this session, we'll walk through claim creation workflow, claim intake questionnaires, and what tools are available to users when following up on existing claims. | 1 hour |
Milestone 2: Merchant Collaboration/Add-ons Show & TellIn this session, we'll demo and discuss add-ons and merchant collaboration workflows including Ehtoca Ethoca and Verifi, Mastercom and Visa, correspondence, and Get Case URL (all where applicable). | 1 hour30 min |
Milestone 3: Accounting/Back-office Show & 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 | 4.5 hours |
Deliver e-Training Modules
e-Training modules will be sent out to help the client audience learn about QFD on their own time and at their own pace. e-Training modules can be accessed as long as needed and there is no limit to the number of users that can view and complete the modules. Quavo will update the e-training modules when the product is enhanced and new patches are released. SCORM files for the e-training modules can be downloaded and placed into the client's LMS using this link.
Facilitate Remote Training
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The training program uses the client's staging environment to deliver information about the claim intake process and how to resolve a claim. We've created complementary learning material that is available to clients should they want to include it in their own training sessions or documentation.
Powerpoint decks and video content are available here. Confluence hosts a wealth of knowledge including claim intake questionnaires and step-by-step procedures for assignment work. The Training space and Knowledgebase are viewable to all with some exceptions.
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