Cases

• Adding a new case

• Editing case information

• Sticky notes

• Logging biometrics reviews

• Preventing duplicate cases

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Marquee Health Protocols

• Call Out Protocol

• All Protocols (PDF)

• Member Engagement Protocols_Updated April 2025

• Coach Referral Protocol

• Health Coaching Disclaimer_Phone_Updated122024

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Messages

• Unread messages

• Sending or responding to messages

• Managing coaching sessions

• Adding Session Notes to Messages

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Resources for Coaches/Members

• Propio Telephonic Interpreting Services

• Workplace Options - Financial Support for ACS and Empowerlinc Groups

• US Venture Audit Instructional Video

• MH Common Numbers and Emails

• Survey links - All

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Schedule (Tasks)

• Managing tasks

• Follow up with members

• Notify member about upcoming appointments

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Sessions

• Managing coaching sessions

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Updates

• New in Coachspect: January 2025

• New in Coachspect: February 2025

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