Glue Up: Top 3 Favorite Features -Rebekah Hedge Glue Up is a CRM built for member driven organizations. The model of this SaaS enhances the member’s experience in order to increase the offering of the organization. The community that Glue Up is able to create through the member profiles and communication as well as detailed…
Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Plan/Contract Rates – Dani Evans Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In our 4th post of our “Where are Those Checkboxes Series”, we look at setting up Plan/Contract Rates. Keep in…
Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Contract Information – Dani Evans Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the 2nd post of our “Where are Those Checkboxes Series”, we look at setting up contract information. Breadcrumbs:…
Photo by Mathew Schwartz on Unsplash How to Sequester a Client in myEvolv* – Dani Evans Working in healthcare, there will inevitably be situations where it is necessary to restrict access to a client’s record. Below are directions that we developed to sequester a client’s record in myEvolv. Guidance Included: Getting Setup to Sequester Clients…
Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Payor Settings – Dani Evans Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the 2nd installment of our “Where are Those Checkboxes Series”, we look at setting up Payer settings. Breadcrumbs:…
Photo by Fabian Blank on Unsplash myEvolv NX*: Where are Those Checkboxes Series Holding Claims – Katie Hutchinson Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming! In the1st post of our “Where are Those Checkboxes Series”, we look at holding claims to prevent them from being…
Photo by Sincerely Media on Unsplash Why Should I Stop Using a Google Sheet and Start Using a CRM? – Rebekah Hedge There is a point in time for every sales professional and business when it becomes more beneficial and less time consuming to use a Customer Relationship Management system (CRM) rather than a google/excel…
Photo by José Ramos on Unsplash The Difference Between Software and SaaS – Katie Hutchinson In tech, there are so many acronyms; it’s like learning a second language. SaaS (pronounced sass, like the first part of sassy) is an acronym you may have come across and you think, that’s fancy. Which, behind the scenes,…