Technical Onboarding
This course is designed as guidance and reference for your enterprise onboarding process. It is designed to enable you to maximize the live and individual consultations that you have with our training staff so that we can go deeper and more precisely into the specific nature of optimizing implementation for your setting. Like much of our work, it moves into a self-paced learning format those aspects of the training that you may want to cover on your own time and at your own pace, so that we can maximize the value of our face-to-face onboarding time.
In this course we will walk you through:
- Adding clients to your enterprise license
- Utilizing the reporting tools so that you can monitor client progress
- Utilizing the assessment tools
- Using filters
- An iterative coaching process
- On open-ended inquiry process into your clients' experience
- Addressing compliance
As well as a variety of frequently asked questions, such as:
- Addressing Client Log-in Issues
- Using the platform with Zoom
- Addressing Client Bandwidth Issues
