Back to the Basics
This system helps manage customer and patient data by storing interactions and supporting team communication.
What is CRM?
The acronym PEF stands for this.
What is Patient Enrollment Form?
This screen shows users their assigned tasks when they log in.
What is the Home Screen?
Before adding a patient to a case, users are prompted to do this to ensure no duplicate exists.
What is search for the patient?
Users process new program faxes from this area in the CRM.
What are Inbound Faxes?
This CRM platform is used in training and production environments.
What is Salesforce?
These three types of data are almost always included on a PEF: patient demographic info, provider info, and this type of information about how the medication will be supplied.
What is insurance information?
To begin processing an inbound fax for a new case, the user must first click this button.
What is “Take Ownership”?
This action adds a newly created patient profile to the current case.
What is “Save Changes and Add Patient to Case”?
This tab is located next to the "BV Wizard" tab and shows data that needs to be completed before we proceed further with the case.
What is the "Missing Information" tab?
This Salesforce environment is used for learning and practicing without affecting real data
What is UAT (Training Environment)?
Some PEFs require multiple examples of this patient confirmation element.
What are patient signatures/consents?
Before saving during case creation, users must choose this for the fax they’re working from.
What is the Document Type?
Prescribers can be searched using name, phone number, or this unique identifying number.
What is an NPI?
If a fax belongs to a case that already exists, the user selects this action to attach it properly.
What is “Add Fax to Related Record”?
This rule states that patient and provider names, as well as formal street names, must begin with uppercase letters.
What is capitalization?
Acceptance of this type of signature varies by program.
What are e-signatures?
Users must choose this selection, which is always set to “End‑to‑End Hub”, when on the first page of case creation.
What is Case Type?
This blue button must be selected before you can add a clinic to the case if the provider works at that clinic.
What is “Save Provider and Add Clinic”?
Before attaching a fax to an existing case, users must assign this classification.
What is a Document Type?
These free online tools can be used to confirm unclear prescriber addresses.
What are Google and the NPPES NPI Registry?
This section of the PEF includes diagnosis codes and prescription details.
What is the Prescription/Diagnosis/Drug Information section?
After entering program details, provider signature info, and PA service, this button officially creates the case.
What is “Submit”?
Not all programs use this pharmacy feature; when unavailable, the user chooses “Do Not Add” during case creation.
What is a Preferred Pharmacy?
There are 2 ways navigate to the Missing Information on a case. One way is using the tab next to the BV Wizard. This is the second way.
What is navigating to the "Details" tab and scrolling to the Missing Information section