Central can be used to manage periodic client check ins.

It is very important that a Company maintains constant contact with their clients. Checking in with them on a regular basis a great way to maintain contact and ensure that they are happy with the service being provided to them or see what area could be improved. Central will manage this process by periodically assigning account managers cases to check in with their clients from time to time and correct any problems the client might have.

USER EXPERIENCE :

• CAST creates a case to check in and assigns to account manager at a predetermined recurring time
• Manager consults Standards for proper client check in procedure
• Manager physically visits with client, if possible and receives feedback
• After meeting, Manager completes Quest form with check in results
• Results of check ins are reported for Supervisor to review
• Anything result that is not up to Company Standard according to Quest form creates a case in order to meet standard
• Status of follow up cases are reported on for supervisors to track progress and create any additional necessary cases for their employees