tracking & documenting case consult attendance
Is anyone using Procentive to track & document staff attendance at case consults? We are looking at creating and using a non-billable code and a case consult Procentive document so staff can log easily log their attendance by doing a time add like when they have client appointment. It would be helpful to know what others have discovered so I can avoid all the trial and error! :) Thanks in advance.
Customer support service by UserEcho
We created a non-billable code for our consultation meetings. Staff use it, because the time then doesn't count against their productivity.