MyNextAdvice: Registration and setup

Video created by Michael Kinens Employee on Feb 19, 2019

    Before you can utilise the MyNextAdvice client survey platform with XPLAN, you will need to establish an account (a 30 day trial is available) and setup a new email template on XPLAN (provided by MyNextAdvice).  The creation of a new 'Email Subject to Note Type Mapping' rule (which will need to be performed by your System Administrator) will ensure that the survey results are consistently categorised when returned to XPLAN