Account Management
- Meagan Prost
Elevate client engagement effortlessly with tools to streamline communication, track member interactions, and deliver personalized support for enhanced satisfaction and retention.
Cloud Knowledge Base Home / Client Engagement / Account Management
Learning Objectives
Understand the onboarding process of new client organizations, including entering client data into the system and managing contracts effectively.
Learn techniques for collecting and documenting employer feedback, ensuring a comprehensive understanding of employer satisfaction and areas for improvement.
Familiarize yourself with the various communication methods available within EAP Expert Cloud, which will enable efficient and effective interaction with clients and stakeholders.
Gain proficiency in leveraging the employer portal, MyAPP, to share real-time data and receive service event requests, optimizing responsiveness and service delivery to meet client needs.
Main Highlights
Button Glossary
Explore the menu bar's valuable buttons while navigating the Organization/Groups module.
EAP Expert Button | Description |
|---|---|
New 
| This button empowers you to generate a new item within any module where the feature is accessible. Choose from the drop-down list to initiate the creation of a new element in EAP Expert Cloud. |
Save 
| While navigating EAP Expert Cloud, utilizing the Save button to preserve your work and seamlessly continue from your current position is crucial, as the Cloud does not automatically save your work. |
Save and Close 
| Click the Save and Close button to confirm that your changes have been saved, and the system will appropriately close the file you are working on. |
Delete 
| This button, when visible, will delete your current work. Exercise caution when using this function. In some cases, deleted items, such as files, may be available in the Recycle Bin, under the Tools menu, for restoration. |
| This button offers a drop-down menu for printing or previewing the print layout while navigating within an active client organization file. |
View Eligibility Map 
| This button displays a list of eligible service members when active in color. If the button appears grayed out, it indicates that it is unavailable for the organization file currently open. |
View Organization History Audit  | Selecting this button will generate a list detailing all changes made to this organization/group file since its creation. |
Alert/To-Do 
| Empowering you to create and manage file alerts and to-dos for enhanced task management and information. Widely used in modules like Client Files, Clinical Resources, and Organization/Groups. Refer to the Alerts/To-Dos module for comprehensive management of your connected items. |
IBox 
| IBox, short for Information Box, offers a rapid search function for organizations/groups. This button enables efficient access to information on covered services and benefits. |
Help 
| This button connects you to essential help resources, including information about your EAP Expert Cloud system, a direct link to request a software update, access to this Knowledge Base, and the option to provide us with your valuable feedback. |
CSV Data Import 
| By clicking this button, you can access comprehensive instructions and import diverse data into your EAP Expert Cloud system using a CSV file. |
Service Request 
| This button is a quick shortcut to complete a service request, functioning as an expedited method for initiating a new file creation process. |
More Options 
| When you spot the icon featuring three horizontal dots, hover over it to reveal additional buttons within the module you are working in. |
Export  | This feature is available on the module search, which enables users to transfer search results to various file formats, including Excel, PDF, CSV, and more, facilitating convenient data management and sharing. |
Organization Hierarchy 
| This feature is also only available to select on the module search, which allows users to see the parent or children organizations associated with a selected company from the search results. |
What You Can Do
Efficient Client Onboarding Management
Master entering new client organizations into the EAP software system with precision and compliance.
Comprehensive Employer Feedback Analysis
Drive strategic decision-making to improve client engagement and satisfaction based on feedback insights.
Effective Communication Channel Selection
Optimize communication effectiveness by leveraging advanced features of EAP Expert Cloud.
Enhance Client Satisfaction and Engagement
Utilize the employer portal proficiently to share real-time data and updates with clients, fostering transparency and trust.
Feature Add-Ons: Elevate Your EAP Expert Cloud Experience!
Effortless Client Feedback with Automated Surveys
Maximize your feedback collection effortlessly! With our seamless solution, effortlessly set up customer satisfaction surveys for your employer contacts and even schedule friendly reminders for those who haven't completed them. Once done, watch as the data seamlessly syncs back into EAP Expert Cloud, giving you unparalleled insights into client experiences and pinpointing actionable areas for improvement.
Enhance Communication with MyAPP
Introducing MyAPP – your ultimate online employer portal, revolutionizing how your HR and organizational contacts operate. With MyAPP, they'll effortlessly unlock a world of convenience, from seamless service requests for workshops, trainings, and wellness events to instant access to utilization reports.
Plus, they can update company information that seamlessly syncs back to your software, ensuring streamlined operations every step of the way.
Contact your dedicated EAP Expert Account Manager today to explore how a feature(s) can benefit your organization. They're here to offer tailored insights and support based on your needs!
