EMAIL
What is does an activity mean?
An activity means you have taken an action
-updated address
-returned a call
-opened a case
-sent an email
What is CRM?
DOUBLE POINTS
Central place to store customers data and track interactions
I'm not familiar with PPL. Who are you, and why should I trust you as a FI?
2 - PPL is the leading fiscal intermediary for consumer directed services. We have been serving consumers and personal assistants for 25 years and work with 50 programs across 21 states. PPL is solely dedicated to consumer directed services and does not have other lines of business. Many of our employees have worked in consumer directed services for decades and our EVV technology is the highest rated on the Google App and Apple App stores.
What does a case mean ?
A case means SOMEONE ELSE must take ACTION :
- Correct checklist
- monitor background check reesult
- enrollment specialist or I&A staff need to contact the participant
What is the link for CRM?
Customer Service Manager Dashboard - Dynamics 365
When will the transition and training start, and how will I know what actions to take?
10 - Our customer service center officially opens on January 6th. Please call us back starting on that date, and we’ll get you set up in our system, provide transition information, and walk you through the forms and requirements. If you do not want to do this over the phone, no problem! Just let us know, and we will have a team member schedule a group or in-person session to help you through the process. And please mark your calendars: Consumers and personal assistants must complete their transition and forms by March 28th.
What kind of documents can you send clients?
DOUBLE POINTS
- Enrollment forms
- completed time sheets
- Paystubs
- links to blank forms
- completed VOE's previously faxed
You can only create a child case for ?
A parent case
Everything was going smoothly. Why is the state implementing this change?
DOUBLE POINTS
27 - For detailed information on the state's decision, we recommend reviewing the official press releases and announcements from Governor Hochul’s office. As the selected statewide fiscal intermediary, PPL brings extensive experience supporting consumer direction programs nationwide and a strong commitment to New Yorkers who rely on CDPAP. We’re here to ensure a smooth transition and provide high-quality support to consumers and personal assistants.
How do you send a secure email?
In the subject field insert "SECUREEMAIL"
Unlisted email addresses show up as what color in the CRM?
Red
How did PPL gain access to my contact information, and why are they reaching out to me?
72 - Hello! Thank you for reaching out. PPL has partnered with the NY Department of Health to ensure CDPAP consumers receive important information about the statewide fiscal intermediary transition. Consumer contact information was provided to PPL by the state strictly for this purpose. Please let us know if you have any questions. We are here to help! Cheers, Team PPL