Search found 3 matches

by Theresa.hart
Fri Oct 11, 2019 5:15 pm
Forum: Tutorials & Tips
Topic: Tip Notification Announcement
Replies: 0
Views: 2812

Tip Notification Announcement

We are going to send “Did You Know” notifications to PT users. They will include Proforma Tracker tips, shortcuts, etc. We will probably send these out once a month.
by Theresa.hart
Fri Oct 11, 2019 5:07 pm
Forum: Best Practices For Implementation & Improving Adoption
Topic: Rollout related to Attorney Adoption
Replies: 0
Views: 2836

Rollout related to Attorney Adoption

We rolled out Proforma Tracker in April of 2019. Overall the rollout was very successful. We have a great adoption rate from the Client Service Specialist (aka CSS > Billing Attorney Assistant), but we are struggling with attorney adoption. I would like to hear your thoughts on how we can improve at...
by Theresa.hart
Fri Oct 11, 2019 4:34 pm
Forum: WA Proforma Tracker Brainstorm
Topic: User Request for Notifications
Replies: 3
Views: 219224

Re: User Request for Notifications

Our users would like that too. When we sent out a survey, this was the number one request.