Cases

• Adding a new case

• Editing case information

• Sticky notes

• Logging biometrics reviews

• Preventing duplicate cases

Show more →

Marquee Health Protocols

• Coach Crisis Protocol

• Call Out Protocol

• Health Coach Checklist

• All Protocols (PDF)

• Member Engagement Protocols_Updated 112024

Show more →

Messages

• Unread messages

• Sending or responding to messages

• Managing coaching sessions

• Adding Session Notes to Messages

Show more →

Resources for Coaches/Members

• Propio Telephonic Interpreting Services

• Workplace Options - Financial Support for ACS and Empowerlinc Groups

• US Venture Audit Instructional Video

• MH Common Numbers and Emails

Show more →

Schedule (Tasks)

• Managing tasks

• Follow up with members

• Notify member about upcoming appointments

Show more →

Sessions

• Managing coaching sessions

Show more →