The Consumer grid is restricted to 15 Recent Consumers due to the amount of consumer profiles that can be generated over time.


Adding a New Consumer

A consumer is typically created at the point of job creation but can also be created by selecting the Add New (+) from bottom right corner of the Consumer Grid.

1.       Basic Information – Complete the required information and select Save.

NOTE:  Additional data entry is optional and requires User to re-enter the consumer card.

a.       First & last name*

b.      Patient number

c.       Date of birth*

d.      Primary phone

e.       Client MRN (medical record number)

f.        Gender

g.       Preferred gender – for interpreting services

h.      Language – primary language for interpreting services

2.       Insurance – Allows User to document insurance information:

a.       Insurance name – Select from drop down, which is maintained with the Maintain Dropdown menu.

b.      Policy / Group / Member ID number

c.       Eligibility

d.      Effective / Expiration date

e.       Address

f.        Comments

3.       Customers – Client accounts will automatically populate as they request services on behalf of the Consumer.

4.       Work-logs – Service details will automatically populate as they are completed on behalf of the Consumer.

5.       Comments – Allows User to document specific consumer information as needed.

 

Navigating the Consumer Grid

1.      Search bar – Allows User to search for a specific consumer based on the Consumer’s first and/or last name.  The User can double-click on the Consumer's line to review or make adjustments to the profile.

2.      Import Consumer Data – Allows User to import:

a.       Select Import Consumer Data.

b.      Select Download Sample File or Next if you already have one on file.

c.       Select Upload File to import completed template.

d.      Review data & select Submit.

NOTE: Required fields and formatting must be complete for a successful upload.

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3.      Recent Consumers – Allows User to refresh to last 15 active consumers.

4.      Find Duplicate – Allows User to find potential duplicates based on selected criteria (name, date of birth, phone number, and/or address).

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NOTE: Duplicates can occur due to end-users adding new consumers with partial information, which may not be recognized in future entries.  It is recommended that end-users always verify provide, at a minimum, the full name with correct spelling and date of birth to help identify consumers.

a.       Select criteria to locate potential duplicates.

b.      Drag the duplicate profile onto the other.

c.       Select OK / Cancel when merge notification appears.