Updated medical intake/ change of phase

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Questions and Answers

Tab where you can find the pdf to edit for the updated medical intake

  • Client info tab
  • Form letters tab (correct)
  • Negotiations tab
  • Meds tab

I should upload the updated medical intake and enter the date it was made at the bottom of the ______ tab

  • Health info (correct)
  • Meds
  • Client info
  • Incident info

CM's will get a deduction on their monthly bonus if there has been more tan 100 days without an updated medical intake on the case.

True (A)

With the updated medical intake we change/add the 2nd tier of the case

<p>False (B)</p> Signup and view all the answers

With the updated medical intake we update the 3rd tier of the case (even if there is already a 3rd tier)

<p>True (A)</p> Signup and view all the answers

This tier wil tell you the current medical status of your client

<p>3 (C)</p> Signup and view all the answers

You should change the phase if the case was dropped

<p>False (B)</p> Signup and view all the answers

There is generally no need to change cases to the "Demand out" or "Demand out/Still treating" since the Demand Team (Juan) already changes the phase to those whenever a demand is sent.

<p>True (A)</p> Signup and view all the answers

If we obtained an offer and are working on obtaining a better one for a case, this should be the phase of the case:

<p>settlement negotiation (B)</p> Signup and view all the answers

Phase to tell the client is not currently treating but the demand is out

<p>Demand out (A)</p> Signup and view all the answers

you NEVER change the phase to: subbed out, dropped, archived

<p>True (A)</p> Signup and view all the answers

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