Working with Saltroad Customers
Managing your customers from intro call to discharge
5 articles
- Intro Calls & OutcomesRunning intro calls with potential customers, confirming bookings, and logging outcomes.
- Intro Call Cheat SheetA practical structure and tips to get the most out of intro calls and secure bookings.
- Customer Contact Details & CommunicationWhere to find customer contact details and how to communicate once you're working together.
- Clinical NotesKeeping clinical notes in Saltroad and meeting HCPC record-keeping standards.
- Discharging CustomersHow and when to formally discharge customers, and why it matters.