Campaign Trackers
True / False:
PCC Support will move any applicable campaigns already in the lead under 'Campaigns not being recruited for' into 'Campaigns being recruited for' when they receive the add / move email.
False!
PCC Support will not update campaigns on the campaign trackers.
You have a lead in Sent Recruitment Link and when you follow up you're unable to leave a voicemail due to their voicemail being full. What status reason should the lead be in after this call?
Sent Recruitment Link
Your application was kicked back. What should be done with the CRM lead in response to this?
You have an Acupuncturist that shows their clinic has closed during your research. If you're unable to find any additional contact info and the phone number is disconnected, what status reasons would be used?
No Valid Contact Info.
If you're unsure which campaigns should be placed back into recruiting on the campaign trackers, what should you do?
Campaigns on the Campaigns Trackers tab can be placed back into being recruited for and then the add / move email sent to PCC Support to review what is still applicable or not.
You've called a lead 3 times and despite research the phone number is unverified. What status reason do you use after the 3rd attempt to the non-verified number?
No Valid Contact Info
You found an email address for your provider on their CAQH and sent them an email to introduce yourself with messaging about joining the network, similar to a voicemail for the PCO. What status reason should be used for this scenario?
Attempt Left Message / Voicemail (Verified)
What steps would you take and what status reason would be used if your call sounded like this?
Try the phone number again and do research to locate another phone number.
Close the lead as Call Block if the next call had the same outcome and no other contact info was found.
A lead was in a non-recruiting status but now wants to apply so you put the lead back into recruiting. What else should be done with the lead?
Place campaigns on the Campaign trackers tab back into recruiting status
You've called a lead 5 times due to an ATR campaign. You've left 5 voicemails to the verified number. what status reason do you use after the 5th attempt to the verified number?
No Response to Message
When is Research Completed and Contact Confirmed appropriate to use?
CA = Research Completed
Recruiter = Contact Confirmed
You have a Nutrition Services provider call in to request an application. While gathering information you find out they only provide telehealth services and do not offer in-person treatment. What status reason would be used in this scenario? Why?
Facility Requirement (Mobile & Fitness)
We do not currently credential NS providers who only offer telehealth services.
There's a lead on the PCO that shows it's in one status on the report but the lead is a different status. What do you do?
Check the campaign trackers. This is likely why the status reason on the campaign report for the PCO is not matching the status reason on the lead.
You've sent a provider the recruitment link and after following up they said they would complete the application within the next week. What status reason should be used for this lead?
Will Return
You have a lead in Reengage status, how do you proceed with this lead?
Call the provider once to introduce the plan in the campaign on the lead. If contact is not made nor interest expressed from the provider / office, the lead can be closed for the previous not interested status reason after the first attempt.
Your provider explains that they are not interested in joining due to our fee schedule. You inquire what they would need to join the network, but they refuse to share that information. What status reason would be used in this scenario? Why?
No reason / comments
If they will not provide a rate they'd join at, we can assume there are other reasons why they are not interested other than just the rate.
Place the Centivo campaign into a non-recruiting status applicable to their reason for opting out on the campaign trackers tab.
You've sent a provider the recruitment link and verified they received it. They are still reviewing the information and haven't decided if they'll move forward with the application yet. What status reason should be used for this lead?
Reviewing
When should Requested Materials be used?
When a queue call or other inquiry comes in for a lead assigned to another recruiter, and they were not available to take the call. As a result, information was gathered and sent to the assigned recruiter to sent information and the application.
A licensed DC has an Acu lead in CRM in a Polyscope campaign (campaign where a provider can join for another specialty that falls under their scope of practice). When you call they explain the DC does not provide Acu services. What status reason would be used in this scenario? Why?
Not Practicing.
Ineligible - Licensure would not be used here because the provider does not hold an Acu license but rather do not provide Acu services that could fall under their scope of practice as a DC.