Motivity Intake/Prospects Module
This module is designed for any organization that wants to systematically track prospective clients — from first contact all the way through to becoming an active patient.
Course curriculum
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Course Introduction
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The Prospects Dashboard
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Managing Your Prospect List
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Adding a New Prospect
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The Caregiver-Facing Portal
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Provider Workflow After Submission
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Common Errors and How to Avoid Them
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About this course
- Free
- 7 lessons
- 0.5 hours of video content