Many of the questions that we receive can be handled by me accessing the proprietary software and calling up their information. While I have become proficient at doing this, there was some confusion in the beginning due to the lack of training that I received. I have also become familiar with most of the clients who call on a regular basis, and have been able to work with associates in determining how best to handle each of these. In some cases, the clients only want someone to listen to their complaints; in other cases, the clients have legitimate problems or concerns which need to be addressed. It is my responsibility to determine when I can handle these problems and when I need to get others involved.
Ference, P. (1997, November). Technology training. Health Management Technology, p. 66.
The cover letter is a form letter in Microsoft Word which requires that I insert the appropriate information before printing it. This cover letter is then included with the various documents and sent to the client (some clients pick up the documents). While we may prepare dozens of such packages every week, each client only receives one such package, and it is imperative that there be no errors in their package. We need to ensure that the right instructions are included in the cover letter, that the right number of copies are included in the packet, and that the client understands exactly what is to be done with the documents.
Another of my responsibilities is preparing, making and analyzing the bank deposits on a daily basis. We receive various types of payment from customers: checks, credit cards and (occasionally) cash. After entering the payments into the proprietary computer system, it is my responsibility to fill out a deposit slip and take the deposit to the bank. I am also responsible for preparing a daily report about the deposits. I track the deposits using Excel, and have developed a weekly and monthly report, as well. This report can be used to a