Zoho for Onboarding Team
10 Articles
- Log into Zoho
- Search for a Patient on Zoho
- Import a Patient Through Zoho to Dashboard as an Enrollment Specialist
- Filter Patients on Zoho as an Enrollment Specialist
- Fix a Failed Import in Zoho as Enrollment Specialist
- Create a Patient in Zoho as an Enrollment Specialist
- Create Outreach Log in Zoho as an Enrollment Specialist
- Find Direct Referral in Elation as Enrollment Specialist
- Add Enrollment Note to Dashboard ("Add OB/Ins notes to DB") as an Enrollment Specialist
- Order Devices on Dashboard as an Enrollment Specialist