What is a "new" lead?
On the left bar & in the contact in pulse
What are the stages of progression for a candidate?
Non Viable, Needs qualification, qualified, submission ready- needs update, submission ready
What does Non Viable mean? (3 THINGS QUALIFY HERE)
Contact has no viable contact information, is not a clinican, or has DNU / retired / decdeased / DNC.
What will prompt the references to show currrent?
if there is one reference within the last 3 years
What is an "existing" lead?
What does the leads tab in the contact card show you? (image for reference)
what does BPF mean?
Business Process Flow
What does needs qualification indicate?
Will the skills checklist only count if the skills checklist done and skills listed on candidate contact card match?
no, this will show complete if ANY skills checklist ahs been completed within the last year.
Someone that has worked with us in the last 3 years
The tab will show ALL leads ever associated with contact
In the contact card and the drop down on the BPF
What makes a candidate qualified?
Candidate is verified that they meet Medsol minimum qualifications
what triggers work history to be set to current?
If the clinican has at least 10 months of work history & SOME work history in the last year.
Can you edit all information on the BPF?
No not all informaion is able to be edited in the BPF some can only be edited in the contact card
Traveler has all documents for packet but some are out of date. (SKILLS, REFERENCES )
a future date.
Someone that does not qualify for our jobs. Not a clinician or no contact information
What happens when a clinican requests information about a job that is different from their listed primary skill in pulse?
leads no longer override the primary skill of the clinican! The skill will now be added to the next blank skill section.
Lead tab then drop down to "my clinician leads"
What does submission ready mean?
ALL DOCUMENTS READY TO GO!
Traveler status is?
Quality status is?
Traveler status is level of interest / engage
Quality status is our internal ability to work with them.