...
This prioritized list of items should be done after the initial onboarding call to enhance the training experience during our second in-depth training call with the Assure team. It provides a roadmap of items to help your team set the system up to maximize the efficiency and operations built-into the Assure system.
Enter credit card information
Enter SSNs for cases in the statuses Scheduled Hearing & No Hearing Scheduled
Manually download case files for hearings in next 14 days (Actions, Get Case File)
...