Accelerate your Learning with our Webinars
Upcoming Webinars
Webinar: Case Management Best Practices in ConnectSx
April 23, 2024
2:00PM CST
This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session we’ll take you through the best practices for entering a case in ConnectSx. Tune in to see what’s new, how you can save time, and what we’re doing to improve the experience!
- Basic Case Workflow High Level Review
- Level up your workflow
- Duplicate Case
- Preference Cards
- Calendars
- Quotes
- Associate Containers and Product Lines
- Uploading Images and Files
- Auto-Trigger workflows at the end of the case
To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!
ConnectSx Office Hours: May 2024
May 7, 2024
2:00PM CST
A webinar series focused on answering the burning questions you have that are going unanswered. Feel free to drop by and ask a member of our customer success team about what’s on your mind. We’ll field any of your support questions and work with you on a solution. If we aren’t able to solve it on the call, we’ll follow up with you afterward.
Webinar: What are the best ways to save time in ConnectSx?
May 21, 2024
2:00PM CST
This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session, we’ll be looking at some of the best ways to save time in ConnectSx:
- Duplicate Events
- Preference Card for Requests and Events
- Scan to Select/Scan to Add
- Inventory search
- Transfers
- Events
- BOMS
- Copy BOM
- Stocking Trays
- Creating Preference Cards
- Distributor Shared Inventory
- Save All User and Facility Contact Info in the system
- Global Reusable Price Lists
- Stock Report job
- Updating Locations and Tags on Transfers
To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!
ConnectSx Office Hours: June 2024
June 4, 2024
2:00PM CST
A webinar series focused on answering the burning questions you have that are going unanswered. Feel free to drop by and ask a member of our customer success team about what’s on your mind. We’ll field any of your support questions and work with you on a solution. If we aren’t able to solve it on the call, we’ll follow up with you afterward.
Webinar: Stocking Orders and Facility Stock
June 18, 2024
2:00PM CST
This webinar series zeroes in on specific challenges ConnectSx users are looking to address and how to take advantage of ConnectSx functionality to drive value in their businesses. In this session we’ll show you how you can use Stocking Orders to sell inventory to a provider which will be kept on the shelf and used in cases at a later date.
- What is a stocking order
- Create a Stocking Order
- Using Facility Stock
- How to track cases that used facility stock
- How to use Facility stock at a Facility with multiple reps
- What if a facility stock case must be covered by a rep that didn’t sell the inventory to the facility?
To request a webinar on a certain subject, reach out to us at value@connectsx.com to let us know!
Past Webinars
Webinar: Sharing Distributor Inventory
February 2024
In this webinar, we take a deep dive into how to set up a Distributor Group in ConnectSx and how to share distributor inventory among sales reps for added flexibility.
Webinar: What’s new in 2024?!
January 2024
In this webinar, we go over new features from our recent release including reporting updates, Event watchers, and more!
Check out what’s new in 2024!
Webinar: Inventory Audit Functionality
December 2023
In this webinar, we go over how to assign inventory audit requests to your users and how they can submit audit results directly in their ConnectSx account.
This new feature is in Private Beta, click here to request access.
Webinar: Stocking Orders
February 2023
In this webinar, we tackle Stocking Orders. These “events” allow you to sell inventory outright to a hospital, to be kept on the shelf for later use. In ConnectSx these items become “Facility Stock,” and can be recorded (if needed) in future cases without double-billing the customer.
