Phase 5 Training Actions/Homework

Action 1. Understand why Dashboard analytics are crucial to your business and determine who should access and monitor them.

Action 2. Determine Key Performance Indicators needed for Reports. CMD offers over 125+ standard reports. Most reports can be used as templates to create custom reports suited for your business. Be sure to communicate reporting needs to your Implementation Specialist prior to turnover.

Action 3. Stay on top of your CMD using Tasks and monitor users productivity 

In order to successfully complete Phase 5 of your training and move into Phase 5, you must complete all of your assignments indicated above. During Phase 4 you will learn how to manage payments, payment plans and determine your patient collections workflow using statements.