Advising Workflow & Appointment Notes

Wed Sep 14, 12:00 - 1:00 PM (EDT)
Microsoft Teams (online only)  
Advising Workflow & Appointment Notes

This in-person session provides best practice strategies on how to strategically and efficiently build advising appointment workflow and provide guidelines for entering appointment notes.

Presenters:

Jane Bouknight, Sr. Program Manager of Advisor Training & Development



Click here to join the meeting


Microsoft Teams (online only)
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