OnContact
Where do we find Next Call?
Under the Internal Tab
How do you search for a record in SalesForce?
By copying the account number from OnContact and pasting into the search bar in SalesForce.
how do we get to new task
in the case and under related
What is Quick Search for?
To search for an ACN in OnContact
what is the page to find pre call info ?
Opportunity
when do we create a new task
ALWAYS
What number do you copy to search in Salesforce?
The Account Number.
what must we check before calling member ?
Plan , if there is an HRA already completed in our HRA tool
Do we always put a resolution code ?
no! only for completed HRA and DNC
Where can I find the call history in OC?
Under interactions
Do we call a PPO plan member ?
NO
what do we put in Notes when HRA is completed ?
HRA completed Sydney mentioned loyalty provided
How do I log my calls in OnContact?
Interactions, New on the right-hand side, select phone under Channel, then choose the result from the drop-down. Select save and close. Click save in the left center of the screen.
what info do we HIPPA verify
name ,address, Medicare ID #, D.O.B