IntakeQ
How to properly complete a comment
Type of call - what was discussed with pt, any promises made, pt information shared, any actions taken on the account, etc.
New Patient Price
Without MR - $240
With MR - $190
How old do you have to be to be a patient?
Anyone can be a patient but anyone under the age of 18 will need a caregiver
IBC - Greeting (How do you answer an Ohio IBC) and what can you use to verify the account?
*Double Jeopardy if you can add on to what else we verify for our purposes, not just HIPAA*
Part 1: Hi this is ____ with Ohio Marijuana Card, how may I help you?
-OR-
Ohio Marijuana Card, this is ___, how may I help you?
Part 2: Use Full Name and DOB
Double Jeopardy: The telephone number, email and address are also correct.
What are the two alias' used by Ohio Marijuana Card?
Ohio Medical Alliance
Green Life Alliance
Where do you look to see actions taken on an account?
Renewal Patient Price with SSDI?
135
How old do you have to be to be a caregiver?
Caregivers have to 21 and a resident of the state of Ohio
What's needed 72 business hours prior to the patients appointment?
Payment
Intake
MR / DX Fee
ID
What is Ohio's Patient Support Telephone number and hours of operation?
(866) 457-5559
Mon - Friday : 8a-6p
Sat : 8a-4p
What are the different ways to search for a patient?
Full name, DOB, Mobile #, email, Client ID
What is the price of a Renewal with Veteran status and a Promo of "NEW50"?
135 (Promo code does not work in this case, NEW50 is for new patients)
How long does it take to receive your card after an appt?
It can take up to 72 business hours for a dr to put in the recommendation, once a patient has made the online payment through the registry, they will received their digital card instantly or in some cases within 24 hours.
What documentation is accept to prove veteran status?
DD214 and/or Active Veteran ID
What actions do you take in the appointment window for a renewal patient who is requesting a phone call appt
You put the verified phone number, "pt is requesting phone call appt" your name and the date
Situation: A patient calls in from another MMJ company in Ohio and they're wanting to renew with us, what steps do you take?
1. Add new pt into Intake via "Add Client"
2. Confirm with the Registry team that pt is a renewal pt.
3. Book Renewal Appt
4. Add in Appt Window and Communication Note: Pt New to OMC
5. Let pt know we need Intake, ID and MR (You can request a delegate / MR team to pull this record)
6. Collect payment (verify SSI/SSDI/VET)
7. Wrap up account and leave comment
What type of appointment was this payment for and what does each section stand for? 240_05232022_20953209343
Payment information
New Pt without MR/PTSD Help
payment amount_date_transaction ID
What's the email for the state that the patient sees when the state emails them and what is the registry e-mail address for a patient to send information to?
Where can a patient find the email information for sending the state?
1. no-reply-pmpaware@globalnotifications.com
2. mmcpregistry@pharmacy.ohio.gov
3. On their card (the state number is also there)
What documentation is needed for SSI/SSDI proof?
a "Awards Letter" from the year the patient is applying for their special status. This proof needs to be the front and back of the documentation
Name the 5 departments of the company
Double Bonus: Name the managers of the departments
1. Patient Support
2. Clinical
3. Medical Records
4. Coordination
5. Finance
6. Human Resources
7. Expansion
__________________
Bonus:
1. Erica
2. Moira
3. Julie
4. Kayla
5. Brittany
6. Katie
7. Takisha
How do you merge a patient account?
1. Have both accounts that need merged pulled up
2. Verify demographic information matches on both accounts.
3. Go to the account (usually the oldest) and copy the client ID of the account you want to keep.
4. Go to the account you want to merge into the other (usually the newer account)
5. Go to the 3 dots in the top right corner of intake and select > Merge Into
6. Paste the client ID of the account you copied (usually the older account). Select the account when it pops up.
7. Copy the merge information and then Merge the accounts.
8. Go to authnet and open up the "Update Client ID" and "Add Missing Appointments".
9. Put the email through both of these tabs and add anything needed. If the emails are different, put other email on the intake and save then repeat process.
10. Fact check, make sure all information is correct, up-to-date and that we brought over any tags and/or payment information, and that a comment of the merge with its merge information is correct
How do our New Patient payment plans work and how much does the patient pay?
*Double Jeopardy: Can a patient pay off their payment plan early , and does it save them money?*
The payment plan is 3x payments of $90.
The payment dates are based on when the first $90 payment was taken and are about 30 days a part for billing duration.
Other than the first $90 payment, the final two payments are automatically billed and the patient is only eligible for the payment plan if they agree to their payment information being saved.
A Patient will end up paying $270 in total
Double Jeopardy: Yes they can pay off their payment plan early but there is no discount, they would be paying off the remaining $180 or $90.
What's the new caregiver process? How long can it take before a caregiver can enter the dispensary?
1. We verify with the pt that the cg they want is at least 21 years of age and a resident of Ohio.
2. A payment of $20 is submitted to link a new caregiver, we send them a form to fill out and the pt must submit it back and send in their CG ID attached.
2. Once a pt is current, the caregiver is registered into the ohio medical marijuana registry (the state website)
3. The caregiver must log in and pay their state fee
4. The caregiver must wait for their background check to be approved before they go in to pick up and purchase for the patient.
In what case and how many proofs of residency does a patient need to submit?
Double Points: Name three proofs the state will accept.
If a patient is not using an ID from the state of Ohio and 2.
Double Points: Pay Stub, Homeowners insurance, Bank statement, credit card statement, Utility Bill, Auto Insurance
What are the steps to move up an appointment for the same day.
1. Verify pt fully
2. Check to make sure Intake, payment, ID and MR are in (or dx fee) are submitted
3. Request an available time on the Appointment Availability sheet by right-clicking, and commenting the pts Name and client ID
4. Update the time and date in the appt window on intake
5. Comment patients profile