02 May 2016

Live Training Webinars – May 2016

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Learn to leverage BMS software solutions and services with exclusive training just for BMS clients.

The following is a list of live courses offered this month:

Navigating the New Schedules
Tues, May 5, 2016

All Users: 12:00 pm ET/9:00 am PT (30 minutes)
Enroll here

In this session, we will cover the finer points of what you’re looking for on the new schedules, where to go to find what is most important to your Trustee office and how to make the most of the tools available to you.

Trustee Fee Tracking
Tues, May 10, 2016

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

Join this session to learn how to track payments received from the court for all your no-asset cases in CaseLink Office. Learn how using this feature can keep you from missing out on your well-deserved earnings.

CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn all about the Batch Fee Update system in CaseLink Web. See how to track partial and full payments, mark a case as IFP and run reports to help keep you on track with your payments.

Receipts Log
Tues, May 17, 2016

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn about how to use the receipts log and how to stay in compliance with the Handbook on division of duties. See the process from receiving a check, to entering the receipt, to making the deposit.

Snapshots
Tues, May 24, 2016

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

Join this class to learn how to create your own SnapShots in CaseLink Office. In this session we will review filter building and concepts for creating refined queries. Learn how to export the data into various outputs such as Excel. Also, learn how to customize the grid to enhance the details within the SnapShot.

Custom Queries
Tues, May 24, 2016

CaseLink Web Users: 2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn about the Custom Queries tool in CaseLink Web and how to use “and/or” statements to narrow your search results. Learn how to run reports on those searches as well as how to include additional details not used to limit the query.

UTC Codes
Tues, May 31, 2016

All Users: 1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

Learn more about the use of these codes, tips for choosing the proper transaction code, and the use of sub-codes and wildcards.  Discover how these codes impact CaseLink, and where they appear on various reports.

Tips for joining a live training:

  • Click the enroll link to be directly enrolled into the appropriate class via GoToTraining.
  • Please join the training session at least 5 minutes before the start time. You may need to download a plug-in from Citrix GoToTraining in order for you to view the course properly.
  • After joining, keep your line on mute in order to avoid unnecessary background noise.
  • To mute/unmute your line, press *2.

BMS also offers pre-recorded training courses through BMS University.
Our recorded courses cover everything bankruptcy from A to Z including every aspect of our software plus case administration productivity tips. Log into BMS University today and browse or search for a specific topic.

Don’t have a
BMS University login?
It’s easy to enroll—just click here to request admission. You’ll receive your personal enrollment ID and password within 2 business days (or sooner).

Tips for viewing recorded trainings:

  1. Log into BMS University with your username and password.
  2. Click on ‘Course Catalog’ and choose your software platform.
  3. Click on the ‘Launch’ button to view classes.
  4. Click ‘Enroll’ for the specific recorded classes you wish to take.
Suggest a Class
Click Here to submit one or more topics for a future class.
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