01 May 2017

Live Training Webinars – May 2017

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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:

Claims

Join this session to learn all about the claims screen, what the different claim icons mean and how to make the most of the features available.

CaseLink²  Users: Tues, May 2, 2017
Guest Instructor: Renee Laws
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, May 3, 2017
Guest Instructor: Deana Foster
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

 

TFR Preparation

Join this session to brush up on everything you need to know to prepare your TFRs. We will go over a sample checklist and show how to find everything you need in CaseLink.

CaseLink²  Users: Tues, May 9, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, May 10, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

 

Checks & Deposits

Join this session to learn everything you can do with checks and deposits. See the different transaction types and features for your most commonly used banking needs.

CaseLink²  Users: Tues, May 16, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, May 17, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

 

Assets

Join this session to learn about the assets screen and all of the features available to help you manage estate assets.

CaseLink²  Users: Tues, May 23, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

CaseLink Office Users: Wed, May 24, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

 

Auditor

CaseLink²  Users: Tues, May 30, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn about the enhancements to the Auditor feature in CaseLink². Also learn about how to run a UST Tool report to correct data in cases before you submit your TIR’s to the UST.

CaseLink Office Users: Wed, May 31, 2017
2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Join this session to learn about the Auditor tool and how it can help you to correct data in cases and prepare for an audit.

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.
  • Upon joining, enter your audio PIN and keep your line on mute in order to avoid unnecessary background noise.
  • To mute/unmute your line, press *2.

Pre-recorded training courses – available on HelpLink.
Our recorded courses cover everything bankruptcy from A to Z including every aspect of our software plus case administration productivity tips. Visit HelpLink through your case administration software today and browse or search for specific BMS University training topics.
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Click Here to submit one or more topics for a future class.
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