Omni Documentation
What are the 2 type of notes used within Omni?
2. Final Call Summary
Does an Intent Level note require a template?
No
(3 specific situations)
Issues Intent
Pharmacy Authorization Inquiry
Medical Authorization Inquiry
Where can the CSR input their free-hand intent level documentation?
Omni's Wrench/Comment box
These are 5 reasons an intent level note would be used.
1. The intent routes to another department (that will need additional information)
2.Omni requires you to input a note in comment box.
3. Information you are quoting is coming from outside of OMNI.
4. Making outbound, internal or external calls.
5. Quoting specific benefit information.