Case creation
Case Home Screen
Quick Links
Right Side
Left Side
100

This is where new PEF's are found for PSS agents to begin case creation.

What is Inbound Faxes?

100

The top left of the case home screen 

What is the case number?

100

This is where external comments will be made on the case 

What is case comments?

100

This tab is where we can change the status & sub-status 

What is case details?

100

This box is where agents can find their patient demographics

What is patient details?

200

This is the very first step after retrieving our faxed in PEF 

What is taking ownership?
200

This is what the guided status bar at the top of the case home screen is called 

What is the Chevron?

200

This is where archived documents in PDF form can be found 

What is Files?

200

Where is the tab that BV's live?

What is the BV Wizard?

200

This is where the provider's NPI can be found

What is clinic details?

300

The place agents tell the system what it is we are inputting for data entry

What is document type?

300

This is where we would find who the case currently belongs to

What is the case owner?

300

This is where every BI made on the case can be found

What is BV histories?

300

This is where you go to enroll the patient into your program specific copay program

What is the copay tab?

300

This is where the drug information can be found for the patient

What is Treatments?

400

The thing that is most important on all PEF's 

What is the provider signature/date?

400

This is where we would find what drug our case is for

What is program name?

400

This is where 'follow ups' or 'tasks' can be found for the Case Manager 

What is Open Activities?

400

This is where you would find any information that happens to be missing 

What is the missing information tab?

400

This is where the BIN & PCN can be found 

What is patient details (copay info)? 

500

The box that needs to be reviewed/confirmed before submitting the case that was just created

What is the missing information box?

500

This is the button that would be selected if a chevron needed to be moved manually

What is Mark Status as Complete?

500

This is where the procedure (CPT), J and diagnosis codes can be found 

What is clinical details?

500

This is where the summary of benefits will be created and sent to the HCP 

What is the VOB preview?

500

This is where agents can find BI coverage outcome results  

What is patient insurance snapshot?

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