• Paste the consumer’s Customer ID Number into the file name (notice all of the other file names) so that the new consumer now has a file in the (L:) drive.
  • Go back to the “Edit Customer’s” screen.
  • Type in the Customer’s ID Number in the “CustID” field (located in the picture below):

SAVING SERVICE ORDER FROM INTAKE

  • Representatives should go to the Main Form and select “Fax Blast”
  • A drop box will appear beside the “Fax Blast” icon, that says Outbox or Intake.
  • Select Intake.
  • The Intake screen will appear.
  • Representatives should select “Non-RX Fax” (indicate in the picture below):
  • Select which document in the “Fax Inbox” that needs to be saved.
    • This area will become highlighted.
  • Enter the Customer ID Number in the “Cust ID” section.
  • Hit “Find Customer” button twice.
    • The name will appear in the “Cust Name” section.
  • Once the name appears, you hit “Set Location to Customer Folder”
    • The Customer ID Number will appear in the “Non-RX Fax Location” area.
  • In the “Non-RX Fax Name” enter how you want the selection to be saved and hit Copy Fax to Customer Folder.
  • A pop up will ask representatives if they wish to delete the selection from the intake screen, select YES.
  • Refresh the system (close out if the “Edit Customer” screen and go back in). Then go to the customer to make sure it was saved.

SAVING ELIGIBILITY IN THE SYSTEM

  • Representatives should complete the following steps:
    • Go in the RX Tab.
    • Click on the “Add Above Customer folder to Clipboard” button (located in the picture below) Please note: Once you click on it, the text will become clack (confirms you selected it)
  • After clicking the button, representatives needs to do following:
    • Go back to the page that needs to be saved into the system (eligibility, Service Order, etc.)
    • Right click anywhere on the page and choose “Print”.
    • The Print box will appear.
      • Scroll over the choose Primo PDF.
        • Select Print.
      • After following these steps the “Primo PDF” Screen will populate.
      • Delete the link that is currently in the “Save As” line (located in picture below) then right click in the area and hit paste.
  • The “Save As” line should now be a link that looks like the following:
    • L:\ 900011472\ServiceOrder_7-18-2013.TIF
  • Representatives should change all of the following in the link:
    • The TIF needs to be changed to PDF.
    • Delete “ServiceOrder” and write the appropriate heading in its place (PAMA ELIG, Service Order, etc.).
  • If a representative properly follows these instructions, the link should now look like the following:
    • L:\ 900011472\PAMA ELIG_7-18-2013.PDF
  • Please note if the steps for the “Save As” line is not completed in EXACTLY this way, it will not save correctly.
  • If the link is accurate representatives simply select “Create PDF”.
  • If done correctly, screen will pop up showing the saved documentation.
  • Representatives can close out of the screen, and refresh their system.
  • Once completed, the saved documentation should populate under “List of RX’s and Service Orders” in the “Edit Customers” screen on promise.
  • Create a file for the patient.
    • Using the label maker, indicate the patient’s Last, First and Middle initial (If any).
    • Indicate the patient’s Customer ID number on the front of the file.
  • Put the file in the “New Consumer” bin to be processed.

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