General Navigation
Statuses
Potpourri
CRM for Outlook
Goals and Action Plans
100
Where is the link to the web version of CRM located?
What is TeamShare > Applications > Other
100
These are the 4 different status types available.
What is green, yellow, red, pending term.
100
This is how often you should meet in person with a Client, if reasonable.
What is monthly?
100
This is where your Clients are located in CRM for Outlook.
What is under TeamHealth > Clients for Life > Extensions > Clients?
100
From the CRM Client Form, this is the link you click on to see the Clients Goals.
What is Action Plan?
200
When you click on this icon, your screen refreshes.
What are the green arrows?
200
This is how often you should update a green client status.
What is quarterly?
200
When adding an existing contact, this is the one field that you do not want to change because it is the only link between the Contact and the Account
What is the Facility Name?
200
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Automatic 200 points!
200
This is how most goals are imported into GMS for new clients.
What is through a template?
300
This is where you can find both System Views and My Views (aka personal views)
What is the View Selector?
300
This is how often you should update a red or yellow client status.
What is monthly?
300
Reports will not show the most current meeting information if you fail to do these 2 things.
What is select a Type of Meeting and click on Mark Complete.
300
This is what you should select in the Set Regarding Lookup window when you track an email or meeting.
What are Active Clients?
300
This is how many different sets of data you can track for one Client goal.
What is 2?
400
A sprocket to the left of an entity name denotes this type of entity.
What is a client?
400
These are the two items you need to address in your documentation when downgrading a status.
What is 1-Describe the Issue and 2-Recovery Efforts
400
This is what happens when you click on Save and Close in the meeting activity.
What is save the information but it doesn't show as a completed activity.
400
This is where you can go to force synchronization of records between Outlook and CRM.
What is File > CRM > Synchronize > Synchronize
400
From the Client's Active CFL goals, this is the link you can click on to manually update hospital data.
What is the underlined year link?
500
A file folder to the left of an entity name denotes this type of entity.
What is an account?
500
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Automatic 500 points!
500
Congratulations! You get points because you were brave enough to try this high value question!
Automatic 500 points!
500
This is how you know you are tracking an Outlook item.
What is the Track button shows "Untrack" and the item has a footer and there Fisher Price heads on your outlook item icon?
500
By clicking on this link you can update an existing action item.
What is Manage Action Items?
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