Stat Note
what is the numerical shortcut for stat note?
906
how to filter your worklist in CRM?
my worklist: opportunity, territory types, select district, filter primary campaign-- "aged OOW pumps, "out of warranty-Pump"
what is the number code to enter SWR note
777
what is the west dps email?
RS West Device Assistance <rs.westdeviceassistance@medtronic.com>
what is the numerical shortcut for refer PID for dealer files?
905
what is the SLA cadence of putting in a stat note?
every 3 days
where do you see your assigned tasks?
My Open Tasks
where do you find your pending assistance status in IDX?
SR Status -- need to respond to file in 24 hours(same day if possible)
who is the current DPS sup for the West region
Amy De Rosa
what outcome to you use to have DPS send PID to dealer?
DPS- Refer To Dealer
how many different canned stat notes are there?
2 -- direct and dealer
how many call attempts, email and text messages before canceling a lead?
20 calls, 5 email and text
2 code
stat code and swr note
what outcome(s) do you use to communicate with DPS in IDX?
Contact HCP, Contact Insurance
*RDY
shortcut to copy stat note in IDX
export
where do you find your SLA for leads in CRM?
Commercial Reporting, Inside Sales, Pipeline Performance, To OPP SLA
which outcome to do use when SWR is complete?
Pat SWR Comp
what is the West DPS ext?
21878
what is your district ext?
NorCal: 16994
PacNW: 16997
shortcut in CRM to copy stat note
patient profile or order #, view order notes, then copy
new task, fill out asterisk fields, assign to change to TM
how to filter worklist by your username?
choose IS DTS WEST, sort by SR Review Dt, Salesforce ID- S F id, Territory/Districts
How do we handle kaiser orders?
West Sales Support inbox will refer the order over to open. Once complete email the inbox back to send back to DPS team to input benefits.
where do you update the review date after hitting payplan outcome?
actions, edit task, review date 2, enter today's date