Exciting news to share – Ascend now has video capability to execute virtual Home Appointments! View a process document here that will walk you through this functionality.
- Agent will schedule a Home Appointment, will select date and time of the meeting. The scheduled appointment will show under the appointments list on both the lead detail and appointment screens.
- The agent will have the ability to text or email the beneficiary the meeting details.
- On date of the meeting, the agent will select the appointment and start the meeting. A preview of their video will show at that time. The agent will have the ability to mute, stop video and hang up.
- The beneficiary will access the meeting by clicking the link provided and the meeting ID will automatically be populated.
- The beneficiary will need to select camera and microphone to allow Ascend access.
- The beneficiary is also able to start video, stop video and mute.
More information to come- stay tuned! Questions? Reach out to your Cornerstone rep today.