Sagora Sage Spot

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71 courses found.

Add a Contact in Senior CRM

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Add a Prospect in Senior CRM

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Add a Referral in Senior CRM

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Add an Activity in Senior CRM

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ADM - Accounts Payable (AP) PAYscan Invoices

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ADM - EFT and Payment Manager Setup

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ADM - EOM Process (Recorded Webinar)

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ADM - Managing Resident Services (Yardi Voyager)

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ADM - Moving in a Resident (Yardi Voyager)

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ADM - Occupancy Report Review Process

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Calendar Overview in Senior CRM

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CE: Confidentiality of Resident Information

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CE: Elopement Policy and Procedure

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CE: Food Safety, Sanitation, and Nutritional Needs

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CE: Mississippi Resident Rights

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Change a Prospect Status in Senior CRM

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Create Bulk Correspondence in Senior CRM

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CRM - 7.13 New Features

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Dashboard Overview and Navigation in Senior CRM

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EHR 100 - Introduction to EHR

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EHR 155 - Entering Manual Orders in EHR

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EHR 165 - Managing the Order Resolution Queue in EHR

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EHR 175 - Editing Orders in EHR

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EHR Webinar A: EHR Overview and Basic Profiling

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EHR Webinar C: Assessments and Service Plans, Task Scheduling and Tracking

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EHR Webinar D: Behaviors, Incidents, Wound Tracking, Vitals & Weights, Progress Notes, Daily Logs, and Reports

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EHR Webinar E: EHR Charting and Care Stream

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eL 100 - Welcome to eLearning

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FA7S 200 - Custom Financial Analytics in 7S

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HR 160 - Human Trafficking Awareness

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IT - Sagora Support

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IT Security - Smishing

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LIF - Social Media Best Practices

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LIF - TSO Life: Calendar Feature

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LIF - TSO Life: How to Interview

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LIF- Best Impressions, Stage to Engage

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Link a Co-Occupant in Senior CRM

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Linking Prospects in Senior CRM

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Listing Analytics in Senior CRM

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Manage Unreviewed Leads through CRM Queue in Senior CRM

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Merge a Prospect in Senior CRM

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Merge a Referral in Senior CRM

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MKT - Marketing 101

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MNT - Entering Work Orders in Yardi (Recorded Live Webinar)

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MNT - PTAC Diagnostics

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MNT Ancillary Maintenance Revenue

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New Hire In-Person Training Knowledge Check

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PD 110 - Customer Service Module 1: Defining Customer Service

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PD 111 - Customer Service Module 2: Customer Confidence

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PD 112 - Customer Service Module 3: Problem Solving

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Profile Navigation in Senior CRM

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PTH - Empowering Pathways Series Pt. 1

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RS - Move Out Coding

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SAG - Sagora Specific Processes in EHR

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Search the Database in Senior CRM

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SL 101 - EHR: Message Center

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SL 102 - EHR: Information Center

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SL 105 - EHR: Creating a Daily Log Entry

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SL 301 - EHR: Daily Log Manager

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SL 307 - EHR: Activity Feed

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SL 309 - EHR: Reports Overview

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SMD - Adding a Prospect in Senior CRM

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SMD - CRM Event Tracking

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SMD - Lead and Prospect Status

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SMD - Sagora Sales Standards & Processes

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SMD - Sales & Marketing Director Learning Plan Introduction

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SMD - Senior CRM Overview

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Using Memos in Senior CRM

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Welcome to Sage Spot

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What is Yardi EHR?

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Writing an Acceptable Plan of Correction - Texas

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