Let's make some changes!...To your BAA :)

Change of Name/Address

100

Does the request HAVE to come from the BAA signer?

YES - CC the BAA signer on the email and ask them to approve the change(s)

200

Who handles customer comms for this type of change?

We do!
(CSMs)

300

What do you do after you have approval from the BAA signer?

Duplicate the asana project! 

New Practice Owner

100

Name 1 type of document that we need from the new business owner in order to process their request.

1. Practice bylaws

2. Articles of incorporation

3. Something indicating custodian of records

200

Where do you upload the proof of ownership document when received?

"Notes & Attachments" in SFDC

300

What do you do if a previous customer reaches out to you with this request but they are a Scaled Customer now?

Create a case, add it to the Scaled Queue, and add as much context as you can! 

Asana

100

What template are you supposed to use when a customer wants to make a change to their BAA?

[TEMPLATE - PLEASE COPY] Practice Name - Practice Change of Name, Address, or Ownership

Make sure to make a copy! 

200

Who do you assign the project to if you are still pending information from the customer?

Yourself! Once you have all the information you need you can assign it to Rosie.

300

Once the BAA is updated, who is responsible for making these changes in Admin/SFDC?

The TIM!