REPORT CUSTOMER SERVICE ISSUES TO MANAGEMENT 

Procedure

Task 

1. Navigates to Trello
   • https://trello.com
2. Logs-In to Trello
   • Use username and password created for you by management
3. Opens “Clinic- Front & Back Office Admin Team” board
4. Navigates to the column titled “Cust Service Issues >> MGR”
   • Here is where you will document customer service issues to the management team
5. Creates a new Trello card under the “Cust Service Issues >> MGR” column
   • Refer to (TSK-116) on how to use Trello

• Be sure to add in each new note:
  • Date/Time the issue occurred
  • Client’s First and Last
  • Phone number
  • Front Desk Associate Initials
  • Details regarding what happened
  • Tag manager by using “@” and the name