Getting Started, Navigation
Use this section for home screen navigation, user preferences, account data standards, and searching.
About this course
- Home Screen Navigation & User Preferences
- Walk through the Home Screen and learn about each component.
- Learn about recommended User Preferences.
- Account Data Standards
- Remain consistent with your data, and understand how entry can be helpful to your searching and reporting.
- Understand the importance of the Sort Name and review other best practices.
- Searching in Partner Platform
- Walk through the left-hand menu and understand the sub-items of Account management and how to search for Clients, Policies, Prospects, Contacts or Individuals.
- Understand the Advanced Search and Managing Quick Links.
- Learn search techniques for Documents, Claims, Activities, and how to search based off Unique Data for Clients, Contacts or Individuals.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.