Customer Management
Articles on how Pilot LMS structures customers, how to create and manage them.
By Mykyta1 author12 articles
- CustomersThe relationship between doctors - offices - customers - billing accounts. How to create and manage customers.
- Billing AccountsHow billing accounts are structured and how account balances work
- Customer PortalHow customer portal users are created and managed and how to use Pilot's Customer Portal
- ConversationsWhat conversations are, how to create and manage them.
- InboxHow to configure inboxes, assign conversations to them, and track their completion
- Customer Portal - MessengerHow to communicate with customers in real-time via portal Messenger.
- ShipmentsHow to view all shipments and check a shipment status
- Return LabelsHow to set up, create, and manage return labels
- Pickup RequestsHow to set up, create, and manage pickup requests
- Office Address ValidationHow to validate office addresses individually and in bulk
- Clinical PreferencesHow to create and manage customers' clinical preferences.
- Sales Commissions