Pioneer
CAPOS/HB
Outbound
Delivery
Everything else Capsule
100

We cannot run test claims in Pioneer for these markets.

What are National/Expansion Markets?

100

Steps you take to add a note in CapOS for a customer.

What are click the wrench, Edit Details, & update Preference section?

100

Status you should be in when working Outbound.

What is PS - Non HB Work?

100

We should never leave this unattended.

What is a package, delivery, or order?

100

Where you go to view your daily schedule

What is IEX?

200

Number of days in advance can we do a vacation override.

What is 5 days?

200

Filter settings in CapOS when working Batch Retrievals before 5pm Monday-Friday

What are Call to Confirm, Phone, Phone (After Hours: No VM), Emails, & Fax?

200

Market(s) where PX is responsible for handling Customer Contact tasks.

What is only NYC?

200

The task you make when a customer is missing the fridge portion of their order.

What is LX: Manager Investigation?

200

How much time in advance you should update your status in HB, before heading to lunch or leaving for the day.

What is 15–20 mins?

300

First, you try processing the prescription. When it rejects due to a “refill too soon” error, you reach out to the customer to gather their destination and arrival and departure dates.

What is a vacation override?

300

Next step when a Miami customer is reaching out for an early refill on a C2 medication.

What is creating a CP: Review task?

300

What to do when working a retrieval for a Phone preference MD & you get an automated message that sounds like a personal phone & not a doctor.

What is, do not leave a voicemail?

300

Steps you take when the courier is being sent to the wrong coordinates.

What is creating a FRIT & tagging the correct LX team/tier?

300

How long you have to respond to messages in Slack. 

What is 10 minutes?

400

Steps you take when receiving this rejection for a NYC customer who is texting in: “Prior authorization or medication not covered (reject codes 70, 75, 76, 88)”

What are to place RX on hold in Pioneer, set CapOS Med Card status to Pharmacy Work Pending, Send ipledge/suboxone comm, & Reassign to Prior Auth? 

400

Next steps when a customer reaches out to reschedule their order that is currently in Delivering status.

What are do not reschedule & use Talking Points?

400

The next 2 steps when working a 1st attempt retrieval for an EMR preference MD & you get an SPI rejection.

What are to Slack the task in the #emr-failures channel & call the provider's office?

400

Steps you take to mark an incomplete order as Delivered.

What are Mark Delivered in CapOS & create a FRIT to correct the delivery date?

400

LAO is the acronym for this

What is a Looking After Opportunity?

500

Steps you take when receiving this rejection: “Prescriber not Enrolled in Medicaid”

What are to put RX on hold in Pioneer, set CapOS Med Card to Pharmacy Work Pending, create PRO: Request from PX (Reason: Assistance Processing Prescription), & provide 1-hour SLA for customer?

500

You do this when a customer is reaching out to transfer in a prescription.

What is send the Self-Service Transfer In link?

500

The next step after setting the HB response, updating the customer for an SPI rejection, & successfully leaving a voicemail with the Call to Confirm preference MDO after 6pm on a Wednesday.

What is to update provider card w/note: “Phone (After Hours VM)” & add your initials & date?

500

The steps you take to find the courier notes for a completed delivery.

What are search for the Onfleet task ID & scroll down to the bottom of the task card?

500

The 3 things Niko doesn't tolerate.

What are laziness, attitude, and repeating the same mistakes?

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