This course equips Client Success Executives (CSEs) with the skills to manage client relationships and support CareCloud products effectively. Learners gain hands-on experience with CareCloud applications, dashboards, analytics, and workflows to support operations, identify at-risk clients, and drive upsell opportunities with confidence.

Product Training - Charts & MIPS

This category provides hands-on training on CareCloud products, applications, and system workflows. Learners develop the ability to navigate dashboards, explain features, and support clients across CareCloud solutions.

Due in (days): 365

Revenue Cycle Management

This category covers end-to-end revenue cycle processes including eligibility, billing, claims, payments, and collections. Learners gain the knowledge to support client inquiries, interpret financial data, and collaborate with operational teams effectively.

Due in (days): 365

Product Training - Central

This category provides hands-on training on CareCloud products, applications, and system workflows. Learners develop the ability to navigate dashboards, explain features, and support clients across CareCloud solutions.

Due in (days): 365

Client Success Soft Skills and Account Management

This category focuses on client communication, relationship management, objection-handling, and business reviews. Learners build the skills needed to manage accounts proactively, improve retention, and drive upsell opportunities.

Due in (days): 365