Process a Customer Chapter 2

Process a Customer 2-2 Objectives Understand what defines a Customer Learn how to check for an existing Customer Learn how to enter basic Customer information Contact information Additional contact information Private information Customer Information Report Case Notes Spell Check Universal Services

Process a Customer 2-3 Customer Definition (1 of 2) Customer Types Inquirant Initial contact with Customer No information on database (usually) Must verify that Customer does not already exist on database. Customer is an inquirant before eligibility is established, once eligibility is established customer becomes an applicant Applicant Eligibility has been determined

Process a Customer 2-4 Customer Definition (2 of 2) Customer Types (Cont.) Registrant Customer has been certified and enrolled in one or more titles Exiter Customer exited program No longer receiving training or services but may be receiving supportive or other follow-up services

Process a Customer 2-5 Initial Customer Contact Customer Enters Office Search System for existing Customer If Customer found on system Verify details Modify as needed If no match Establish New Customer

Process a Customer 2-6 Search for Existing Customer (1 of 11) Search for Customer

Process a Customer 2-7 Search for Existing Customer (2 of 11)

Process a Customer 2-8 Search for Existing Customer (3 of 11) Search for Customer

Process a Customer 2-9 Search for Existing Customer (4 of 11)

Process a Customer 2-10 Search for Existing Customer (5 of 11) Search for Customer

Process a Customer 2-11 Search for Existing Customer (6 of 11) Enter search information

Process a Customer 2-12 Search for Existing Customer (7 of 11) Enter search information

Process a Customer 2-13 Search for Existing Customer (8 of 11) Enter search information

Process a Customer 2-14 Search for Existing Customer (9 of 11) 66 Wilsons found

Process a Customer 2-15 Search for Existing Customer (10 of 11) Enter search information

Process a Customer 2-16 Search for Existing Customer (11 of 11) 3 found with new search criteria

Process a Customer 2-17 Find the Case Manager in a LWA Bring up LWA list

Process a Customer 2-18 Drop down menu Select LWA

Process a Customer 2-19 Select Case Manager Name Case Manager Drop down menu

Process a Customer 2-20 Enter Customer Information Enter Customer information

Process a Customer 2-21 Select the New Customer Pick the new Customer

Process a Customer 2-22 Obtain the User Name & Password Customer (user name) and password

Process a Customer 2-23 Use The Customer Menu Customer Menu Contact Information

Process a Customer 2-24 Add Contact Information Contact Information on database

Process a Customer 2-25 Add Contact Information New or changed information

Process a Customer 2-26 Add Additional Contacts (1 of 4) Enter Additional Contacts

Process a Customer 2-27 Add Additional Contacts (2 of 4)

Process a Customer 2-28 Add Additional Contacts (3 of 4) Enter Add Contact information

Process a Customer 2-29 Add Additional Contacts (4 of 4) Enter Additional Contacts

Process a Customer 2-30 Use The Customer Menu (1 of 3) Enter Private Information

Process a Customer 2-31 Use The Customer Menu (2 of 3) Enter Private Information

Process a Customer 2-32 Use The Customer Menu (3 of 3)

Process a Customer 2-33 Customer Menu Customer Info Report

Process a Customer 2-34 Customer Information

Process a Customer 2-35 Customer Menu Add Case Notes

Process a Customer 2-36 Case Notes

Process a Customer 2-37 Case Notes

Process a Customer 2-38 Case Notes List Case Notes

Process a Customer 2-39 List Case Notes

Process a Customer 2-40 Case Notes

Process a Customer 2-41 Case Notes List Case Notes

Process a Customer 2-42 List Case Notes Display Printable Notes

Process a Customer 2-43 Case Notes

Process a Customer 2-44 Universal Services Add Universal Services

Process a Customer 2-45 Universal Services

Process a Customer 2-46 Universal Services

Process a Customer 2-47 Universal Services List Universal Services

Universal Services

Process a Customer 2-49 Spell Check

Process a Customer 2-50 Spell Check

Process a Customer 2-51 Summary This chapter has taken us through the process of searching for and adding a customer We entered some additional details about the customer We added a couple case notes and enrolled him in a Universal Service We also discussed the Spell Check feature

Process a Customer 2-52 Lab Add Customers, additional information, Case Notes and Universal Services