Training

Facility Information

Training slides on the facility information record: the details about your site that CenterPilot carries through into claims and reports, and that need to stay current.

 Download the slides

What this record holds

Facility information is the record of your site that CenterPilot carries through into claims and reports, which is why it is worth keeping current rather than fixing at claim time.

Authorized signers

At least one authorized signer has to be on file before claims for reimbursement can be submitted to your sponsor. Your sponsor enters this, so if the field is empty, that is who to ask.

Banking details

Ask your sponsor to add the banking information so reimbursement funds reach you. The banking details themselves stay visible only to the sponsor.

Next in the training sequence: Managing Classrooms.

← Back to all training · Questions? Call (214) 427-4467 — a real person answers.

Want a guided tour instead?

Schedule a free 30-minute demo and we’ll walk you through it live — your program, your questions.