Course Curriculum

    1. Reminder

    2. Course 2 Curriculum

    3. Client Lookup

    4. Collecting Contact Info ("New Intake")

    5. Get Ready to Practice

    6. Hands-On Exercise

    7. Scenario 1: A new caller with a common name

    8. Scenario 1 Questions

    9. Setup Instructions

    10. Scenario 2: New clients walk in (counseling service)

    11. Scenario 2 Questions

    12. Test Your Knowledge

    13. Chapter 2 Completion

    1. Document Upload and Verification

    2. Creating a Client Case

    3. Get Ready to Practice

    4. Setup Instructions

    5. Scenario 1: Document Collection & Verification

    6. Scenario 1 Questions

    7. Scenario 2: From Prospect to Primary Client

    8. Scenario 2 Question

    9. Test Your Knowledge

    10. Course 2 Completion

    1. How was this training?

About this course

  • Free
  • 24 lessons
  • Videos and Articles
  • Scenario-Based Exercises
  • Average Completion Time: 2 hrs 15 mins

Need Help or Have Questions?

We are here to support you. If you have any questions, feedback, or run into issues, do not hesitate to reach out. Email us at: [email protected]