{"id":2279,"date":"2016-01-29T09:34:21","date_gmt":"2016-01-29T14:34:21","guid":{"rendered":"https:\/\/cms.basys.com\/customer-cms\/?page_id=2279"},"modified":"2023-04-13T09:55:35","modified_gmt":"2023-04-13T13:55:35","slug":"review-the-basics-series","status":"publish","type":"page","link":"https:\/\/cms.basys.com\/customer-cms\/review-the-basics-series\/","title":{"rendered":"Review the Basics Series"},"content":{"rendered":"\n\n\n\n\n\n\n\n\n\n\n\n
Course Description<\/th>\nLinks to Material<\/th>\n<\/tr>\n
Correspondence\u00a0Review the Basics –\u00a0ServiceXG
\n<\/strong>Learn concepts and terminology, and use\u00a0ServiceXG\u00a0to\u00a0retrieve and add correspondence items.<\/span><\/span><\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a>
\n<\/a><\/td>\n<\/tr>\n
Annuity & Member Accounts Review the Basics – PensionBenefitsXG
\n<\/strong><\/span>Receive an overview of the flow of the basys Annuity module and use the ServiceXG user interface to provide Member Accounts customer service.<\/span><\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a><\/td>\n<\/tr>\n
Autotask Basics
\n<\/strong><\/span>Learn how to use the Autotask portal, including how to log in, update your password and profile, submit tickets, view projects, and receive additional help.<\/span><\/td>\n		Recorded Video<\/a><\/td>\n<\/tr>\n
CDO\u00a0Basics – Report Output
\n<\/strong>Receive an overview of standard CDO features. Identify and answer prompts used to format output\u00a0and select data for print report output.<\/span><\/span><\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a><\/td>\n<\/tr>\n
Claims Review the Basics – ServiceXG
\n<\/strong><\/span>Use the ServiceXG user interface to provide claims customer service and look up or add providers.<\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a><\/td>\n<\/tr>\n
ContributionsXG Introduction
\n<\/strong>Learn concepts and terminology and get a first look at key ContributionsXG software features.<\/span><\/span><\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a>
\nHandout<\/a><\/td>\n<\/tr>\n
Pension Review the Basics – PensionBenefitsXG
\n<\/strong>Use the ServiceXG user interface to\u00a0provide pension customer service\u00a0and review\u00a0the flow of the basys\u00a0pension module.\u00a0<\/span>
\n<\/span><\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a>
\nPractice<\/a><\/td>\n<\/tr>\n
Pensioner Review the Basics – PensionBenefitsXG
\n<\/strong>Use the ServiceXG user interface to\u00a0provide customer service\u00a0to retirees and review\u00a0the\u00a0steps for a normal monthly check run.\u00a0<\/span><\/span><\/td>\n		Recorded Webinar<\/a>
\nSlide Deck<\/a><\/td>\n<\/tr>\n
ServiceXG Call Center Navigation
\n<\/strong><\/span>Use the ServiceXG user interface to perform common Member, Dependent, Employer and Provider service scenarios.
\n<\/strong><\/span><\/td>\n		Recorded Webinar
\n<\/a>Slide Deck<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

Course Description Links to Material Correspondence\u00a0Review the Basics –\u00a0ServiceXG Learn concepts and terminology, and use\u00a0ServiceXG\u00a0to\u00a0retrieve and add correspondence items. Recorded Webinar Slide Deck Annuity & Member Accounts Review the Basics – PensionBenefitsXG Receive an overview of the flow of the basys Annuity module and use the ServiceXG user interface to provide Member Accounts customer service. […]<\/p>\n","protected":false},"author":34,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"class_list":{"0":"post-2279","1":"page","2":"type-page","3":"status-publish","5":"entry"},"acf":[],"_links":{"self":[{"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/pages\/2279","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/comments?post=2279"}],"version-history":[{"count":11,"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/pages\/2279\/revisions"}],"predecessor-version":[{"id":8161,"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/pages\/2279\/revisions\/8161"}],"wp:attachment":[{"href":"https:\/\/cms.basys.com\/customer-cms\/wp-json\/wp\/v2\/media?parent=2279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}