Demographics
Entering Rxs & Job Aids
Starting a Patient
Optum
CRM
100

This must match in CRM and in Pioneer.

What is the address?

100

All scripts in light purple, without a Rx number.

What scripts need to be entered on a profile?

100

When actioning, we would set a calendar event to follow up and process scripts.

What is Refill too Soon - SmartStart?

100

We will ONLY send to optum workflow if..

What is have 4 or less medications that pay today or within the next 7 days?

100

Button you would click to get you next assignment.

What is the Green Ops button?

200

We will send a (blank) ticket, if the address in CRM and Pioneer does not match the E-Script.

What is a CCR ticket?

200

Pharmacists we use for transfers.

Who are Joseph Marasco and Kyle Decker?

200

This is typically 12 days from the current date.

What is the start date?

200

Optum patients with 5+ medications that pay can be started with (blank.)

What is the normal workflow process?

200

Where we find the patient's allergies listed.

What is the Allergies tab in ScriptOS?

300

These are always marked as moderate, unless specifically notated by the prescriber.

What are allergies?

300

Scripts with rejected claims state (blank.)

What is waiting for data entry?

300

Where we get the start date and any other important information.

What is in the morning / afternoon team email?

300

New load, Optum insurance must (blank.)

What is be held overnight before processing?

300

We see information such as the patient status here.

What is the Lead Info?

400

These scripts do not require a ticket to verify information.

What are transfers?

400

Where we find universal information about entering a prescription.

What is the Preproduction Universal Job Aid?

400

Green edit profile pencil then profile tab.

What is where we go to enroll a patient

400

The action we use to send patients to the Optum Workflow in CRM.

What is Optum Facility Update Hold?

400

This is the button we click when actioning a patient.

What is the lightening bolt?

500

What we us this to edit a patient's Pioneer profile.

What is the green pencil, edit patient button?

500

Where we find steps to enroll a patient in a start date.

What is the Data Entry Job Aid?

500

We never do this if the patient only has auto medications. 

What is start the patient?

500

When we make determination to send to or not to send to the Optum Facility Update Hold.

What is after processing all medications on profile?

500

Where we will see patients that we need to follow up on.

What is the workflow list?

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