Lesson #138
Manage your MR Connect online offices
If you have the MR Connect plug-in, this is the module you use to manage your MR Connect online offices. In this module, you can:
- Invite contacts to use your MR Connect.
- Allow COD clients to pay for and download transcripts online.
- Fulfill online reward point requests.
- See who is using your MR Connect and how often they access it.
- Manage users’ questions and problems and maintain a paper trail of their resolution.
- Customize the experience for contacts by setting function preferences.
Connect functions by name
- Send Invitations
- Import Online Orders
- Publish COD Invoice
- Fulfill Points Redemption Orders
- Activity Log
- Support Tickets
- Connect Preferences
TL;DR: Used for providing services through the MR Connect plug-in.
MR concepts in this lesson
Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services.
MR Connect: Online repository, calendar, and access to your office for clients.
