Resources
Plan Specific
Storefront
CRM
UAW Trust Call Flow
100

This is the system where all our member's profiles are housed.

What is "The CRM"?

100

This is the Benefit Frequency UAW Trust Members.

What is "Yearly" ?

100

This is the preferred way to searching for OTC items.

What is "Item number"

100

In place of the Member ID number this is provided as PHI for the member

What is "Last 4 Digits of SSN"?

100

You should never refer to UAW Trust as this.

What is a "Health Plan"?

200

This system is the Employee Encyclopedia for all of NationsBenefits information.

What is "TheNow"

200

This is how many orders a UAW Trust member can make yearly.

What is "two orders"?

200

Clicking the My Benefits tab on the storefront homepage is where you would go to find out more information on this?

What is "Wallet or Wallet types"?

200

This is the name of the companies we use for shipping OTC orders.

What is "UPS and Fedex"

200

This information must be provided to the member before starting a new OTC order.

What is "OTC Balance"

300

This is the URL for employees and members to access the UAW Trust OTC Storefront.

300

This is the two benefit amount for a UAW Trust Member

What is "$50 & $150"?

300

Best search practice: Member does not have an item number and requests Tylenol PM, this would be the best way to search by name. 

What is "Search the first few letters of the item (Tyl) to avoid spelling errors and missed items"?

300

This tab will allow you to place an order for an OTC catalog.

What is "OTC Catalog/Battery Fulfilment"

300

The shipping times for all OTC orders including reships is this.

What is "2 days"?

400

After thoroughly searching TheNow for answers, this resource can be used to contact a supervisor or Subject Matter Expert

What is "Teams"?

400

This is what we receive from all Health plans/Clients for Funded plans.

What is an Eligibility File?

400

Scenario: Member has $3 in their OTC wallet. Member would like to purchase an item that is worth $7. Can the member pay the difference?

Member cannot pay the difference. Member must used equal or less than the benefit amount

400

This two step process will bring up information on all past OTC orders placed.

What is "Click Order History and click OTC Orders"?

400

This is no longer required to be provided before clicking "Confirm Order" for UAW trust members.

What is "Product Disclaimer"

500

This resource/team is who will receive our request for refunds, reshipments, manual orders.

Who is "Member Care Operations"?

500

A 3rd party representative is calling on behalf of a member (3rd party is not an additional contact and is not listed as an alternate contact). After they verify 3 pieces of PHI. You can only assist the 3rd party with what task?

What is "Placing an OTC order"? 

500

Member has $2 remaining in OTC balance and is done picking items. This will prompt you to ____

What is "Recommend using remaining balance and offer to conduct search for $2 items available"

500

This will be the call disposition for an OTC call where a 3rd party representative placed an order.

What is "OTC - Member Representative - Order Placed"

500

This page in The Now is used for call note templates

What is "MEA Note Templates"