You may find yourself in a position where you have been appointed the role of "Plan Coordinator" for your VisionHQ Membership Plans. 

What does that mean?

Simply put, the Plan Coordinator (PC) is the liaison between your office and VisionHQ, much like your account manager (AM) is the liaison between VisionHQ and your office. The PC and the AM should become fast friends... besties, even, as you grow membership offerings in your practice.

What are my responsibilities?

The key to success as a Plan Coordinator starts with being fully authorized. Whether it's updating payment information, ordering marketing materials, or simply being trusted to make the best decision for the plan and the practice, having full authority will help the practice grow quickly and efficiently. 

As Plan Coordinator, you will assist with the onboarding of your office and general upkeep of your plan offerings. More importantly, you will ensure your team is aware of and comfortable with your plan offerings.

When entering our platform, you should find a short list of items which require your attention. Things like adding users, ordering marketing cards, and testing out the Help Center will all ensure your office employs your membership plans effectively.

Are you intended to be a replacement for VisionHQ Support? 

A replacement? Of course not. A supplement? Definitely. VisionHQ is always available to assist with your questions. With that said, the more an office can resolve requests surrounding use of the platform, locating specific information, and more general how-tos, the faster we're able to resolve the more complex issues. 

Over time, you will naturally come to understand and navigate the platform with ease, and, more importantly, you will establish a relationship with your AM and our Support Team such that reaching out will be easy, straightforward, and fast. :) 

Have questions or want to connect with your Account Manager? Email us: Success@Vision-hq.com