WISMO
Payments and Invoicing
Order Interruptions
The Rule of Refills
Escalations and Boundries
100

This broad macro-level phase represents the general department currently holding the order, which a technician updates manually in the Order Info tab.

What is the Order Status?

100

This is the maximum lifespan of a unique auto-invoice payment link before it expires and requires regeneration.

What is 10 days?

100

This type of order cancellation fee applies only after an order has officially reached the "Fulfillment Complete" stage.

What is a Hard Cancellation ($50 fee)?

100

This is the maximum number of days ahead of schedule that Strive allows an early refill to clear for both standard and controlled substances.

What is 10 days early?

100

This is the absolute maximum timeframe after an order has been delivered during which Strive can legally evaluate a replacement request.

What is 30 days?

200

An order sitting in this combined status and event combination tells you the medication is prepared, verified, and waiting for the patient to walk through the front door.

What is Complete Processing / Will Call Patient Pickup?

200

When a clinic calls to update a card for a "CC Declined" Bill Office account, you must perform this critical action on the Sales page before running it, or it will fail again.

What is click "Load Payment Profile"?

200

If an order has multiple prescriptions under a single document number, you use this tab action to freeze an individual medication without killing the whole order.

What is an Rx Halt (in the Rx Info tab)?

200

If a patient calls looking for a refill on a prescription that originally came from an external LifeFile source code, it is forbidden for these types of medications.

 What are Controlled Substances?

200

This is our strict "Golden Rule" whenever a patient calls demanding to know the wholesale cost or behind-the-scenes pricing on an office-billed order.

What is never reveal office pricing to a patient (refer them back to their provider)?

300

This status event means that part of a multi-Rx linked bundle is physically waiting in the shipping warehouse for the remaining formulations to catch up.

What is Incomplete Order?

300

Due to credit-only merchant configurations, you should offer a patient this document for reimbursement if their HSA/FSA card declines.

What is a Universal Claim Form (UCF)?

300

If you need to stop an order that is actively being compounded or verified by a pharmacist, you must execute this action tile inside Barcode Event Management.

What is Rx Cancelled?

300

Before a technician can collect a single dime of payment for a Ketamine refill, this state-monitored profile check must be executed by an RPh.

What is a PMP (PDMP / Prescription Monitoring Program) check?

300

If a patient calls frantic that their warm package ruined their GLP-1 injection, you will confidently quote this specific data metric from our heat studies.

What is that our formulations can withstand temperatures up to 104°F for 7 days while maintaining complete potency/efficacy?

400

If our automated Lifefile bots encounter an order block or hit a missing field that requires human eyes, it flags it directly into this bucket.

What is Problem TJM Refills?

400

To keep our phone lines secure and comply with PCI compliance, you must execute this action in Genesys before a patient reads their card number.

What is Secure Pause?

400

If an address change is caught after a tracking label is already generated, a technician must collect this fee from the patient before alerting the warehouse.

What is a $12 Redirect Fee?

400

If an automated web request drops into your queue, but the patient profile shows zero quantity owed, you must delete the web notification and execute this action.

What is submit a Refill Request (RR) to the provider?

400

If a patient receives an incorrect medication container that lists someone else's name, you must immediately route the call directly to L2 because it poses this critical risk.

What is a HIPAA / PHI violation?

500

To ensure 24/7 transparency and give our patients peace of mind, we should cross-train them on utilizing this public-facing web tool.

What is the Strive Order Tracker (orders.strivepharmacy.com)/ WISMO?

500

If a patient already paid for their invoice online, but you process a partial refund for removed syringes, you must fill out an IRF telling the billing team to do this.

What is void the open invoice?

500

When a patient explicitly tells you they are stopping a therapy due to severe medical complications, you must immediately transfer the interaction here.

What is the Pharmacist queue (RPh)?

500

Even though Skin Medicinals prescriptions are sent over with refills on file, Customer Care technicians are strictly forbidden from doing this action directly.

What is processing the refill internally? (The patient must contact Skin Medicinals directly to request it)

500

When an unestablished clinic or a new doctor calls trying to push an order through, you must guide them to this online form and advise of this turnaround timeframe.

What is the "Become a Provider" / New Clinic Form, with a turnaround time of up to 14 business days?

M
e
n
u