New Business setup from Opportunity
How do we get to the SATSA and Account Summary?
Right click in Opportunity, under google docs
What does TPA stand for?
Third Party Administrator
Always do this first once you click your case.
PUT IN PROCESS
What are the other names we associate with Chain of Custodies?
Chain of Command, Forms, COC, CCFs
If the account is a SAP and physical address is in Hawaii, Maine, or Vermont. What Form ID must be used?
NDN5000020
What are the information we look for in a SATSA?
Effective Date, Company name, Client Signature, Test panels, Test codes and prices.
If we have a copy account and it is ALSO pre-printing eBat forms, should we remove or keep when we set up our account?
Where do we look to see if we need to send a Drs Review Template OR University Services Template
Reporting in QTN, Check the MRO
Which account type of account does the automatic 6, 37, 313 CSOs show up in?
DOT
What do we put in the Alpha Name and what do we use it for?
City and State. Helpful if looking for duplicate accounts, we can check the city and state when going through a list of accounts.
If we are setting up an ERO account, What is the account description, form ID, which two collection fees should be included, should the confirmation panel be pre-printing in the account and Who must be bcc?
MPOC, POCT400020, 22550N and 25592N, No ERO confirmation should not preprint, just the ERO panel without the C in the panel, and Leasa Carrington
How do we know if an account is a duplicate OR is already existing?
If account has the same Group Bill, Same account type, Same OR very close Demographics, could be same test panel.
How to send a Case Issue if working on TPA setups?
Example: Missing a digit on their phone number.
Refer to Case Issue Ownership and Responses, send an email to the client of the issue using proper verbiage and do a no action case issue to the sales rep
Express Labs have extra steps to them? What are they?
CSM(Client Specific Message or Customer Specific Message), Supply Order, Drs Review Template
Why does DOT results need to report to a MRO?
Federal Gov Regulation
If we have a DOT account setup, how do we identify if they have the correct collection fee panels?
It will say REGULATED Collection Fees. If setting up DOT, and collection fees does not say Regulated. We send a case issue.
The copy account you are using has a different test panel pre-printing. How do we remove that test panel and add the new test panel that's on the template?
/250 -> type test code that copy account has -> /251 -> remove form ID. After removing, go back to line /250 and add the form ID to make it print.
If we set up a new account from opportunity, and they have a TPAN form. Which CSO do we default to?
CSO 35
When reviewing your account after setup, which screens should we be checking?
D,B,Q,R then C if CSO is added and P if added a CSM or CSL.
What does the DER stand for?
Designated Employee Representative
If Account Summary shows Rev code 74, 76 or 77. What are the key information do we need in order to set up the account?
TPA form, Which CSO to use, Credit check or approval from Finance
What are we looking for on the Template?
Group Bill, Test panel, Form Id(if no form ID, ask for help or use default), Supply order, Demographics,Reporting,MRO#, additional instructions, CSO/CSM/CSL.
Yes we can, billing to the Group Bill which has the needed billing physical address.
If there are two New Sub Locations in the Account Summary, what does it mean? Are they both standalone accounts?
It means will be setting up 1 Group Bill and 1 Sub account. If there is a DOT and a SAP AND not specified by sales which one is the GB, we will setup the DOT as the Group bill.
Why is the COC admissible in court?
Following the chain of process.