Shipping
Processes
CIFs
Supply Orders
Authorized Contact Matrix
100

When is the Livermore logistics cut-off time for shipping?

5:30pm EST or 2:30pm PST

100

What two requirements do you need to verify on an inbound call before proceeding with the call?

Name & DOB

100

List 4 ways we can obtain a signed CIF.

mail

email

fax

digital onboarding


100

What should always be added to a COMP order?

COMP insert

100

You can send a supply order if the caller is not listed under authorized contacts on the account.

True or False?

False

200

What shipping vendor do we use?

FedEx

200

Where is the VAD Customer Service work instructions located?

On SharePoint, under job aids
200

What does CIF stand for?

Customer Information Form

200
What vendor can we not send COMP orders from?

Medline

200

If the caller is not listed under authorized contacts, what should you advise the caller?

1) Ask if the customer is available to speak with to add the caller as authorized

2) Advise the caller they are not listed on the contact list

300

What is the standard shipping method used?

STD- standard overnight delivery

300

After placing a COC order, what the next steps on the COC case?

Schedule the next follow-up date to next business day to allow the order to ship (activated status).  Update the Case Status to Pending and Case Outcome to Discharge Initiated – Issue Unresolved.

300

What information can be pre-filled on the CIF document?

Name, DOB, Address, Phone, Insurance

300

What does UOM stand for?

Unit of Measure

300

What does it mean to have an authorized contact with restrictions?

That you can speak with the authorized contact only about what the patient specified

400

Is Saturday Delivery a guaranteed delivery method?

No.  Saturday Delivery must be available in the customers area.

400

When a customer has a change of insurance, what should be your first step on the patient account?

Create a draft member plan

400

What is considered a "complete" CIF?

Minimum requirement:  Name, DOB, signed and dated.

400
Name the two ACH vendors.

Gainesville- GNV

Livermore- LIV

400

If a customer is unable or unwilling to confirm any information, what do you do?

Advise the customer the information is protected under the Privacy Act and HIPAA privacy rule.

500

If the caller asks for the order to be expedited, how do you document this on the order?

Check the expedite box on the order.

500

Once a call is complete, where do you document the phone transaction?


Log a call with who you spoke with and details of the call

500

Who can sign on behalf of the customer?

Power of attorney (POA on file)

or Authorized contact stating the reason why they are incapable of signing the CIF.

500

Before placing a supply order, what are the two qualifying questions required before evaluating the quantity of supplies needed?

1) How many days of supplies do you have on hand?

2) How often are you changing your dressing?

500

If the customer calls and does not want to provide the date of birth, what other information can they provide.

Full address including city, state, and zip code.