Front
Services that we should be letting clients know about.
What are MyVeritext, Smart Package, Exhibit Share, Hybrid capabilities and Captioning/Realtime?
These are what are used in BC and Ontario to let a witness know when and where they should appear to be questioned.
What is an Appointment to examine and Notice of examination?
Bonus...what is used in the Prairies?
This is the first step of a backorder.
What is locating the job in Vision?
This is how you make yourself available to receive calls from the contact centre.
What is change status to ready?
Which team handles invoice change requests?
Who is the Billing department?
An email should sit unread or untriaged in your inbox for no longer than this amount of time.
What is one hour?
This is what is done when you do not know the name of the witness.
What is putting "awaiting appointment" in the witness field?
What the "ship to" should be for examining parties.
What is Transcript - Original + 1?
This is what you need to do before changing your status to any of the unavailable statuses.
What is making sure there are enough people on phones and alerting the team in the Zoom chat?
This is the procedure to get a price reduction over the amount you're authorized.
What is fill out the credit form and send to your manager?
This is what you should do when you are unsure how to answer a clients question in an email and you won't be able to find the answer quickly.
What is respond letting the client know you're looking into the matter?
You make sure that these are in the orders when the job is booked as a hybrid.
What is Veritext Virtual link along with a conference room order?
What "ship to" and "bill to" should be for a non-examining party ordering first.
What is Transcript - certified (additional copy) and Transcript - Original + 1?
This is what you should do if someone is being unprofessional.
What is escalate the call to supervisor/manager?
This is who is billed for everything related to an Ontario cross-exam on affidavit.
Who is the examining party?
These are something that all of your assigned Front emails should have.
What are Comments/Notes?
Going to the date to see if the job is already on the calendar.
What is the first step in booking a job?
This is who we should let know about DR orders.
Who is the Transcription Team?
This is what should be said when answering the phone.
What is provide a greeting, company name, department and your name?
This is what we need to approve a split cost revision to an invoice that has been issued to a client.
What is written consent from all parties?
Linking is connecting two separate emails in the comments section whereas this is combining both into one thread.
What is merging emails?
These are the times when "non-standard" business hours come into play.
What is before 9:00AM and after 5:00PM, weekends and holidays?
This is the due date for a transcript that is ordered today, on regular turnaround.
What is August 17?
What are closed engagements?
This is the amount of a price reduction that a staff member is authorized to provide.
What is $250?