Notes

BConnected Training

new inbound call
make outbound call
unassigned emails
call history
Search

Announcements Section
coaches can put team announcements and global announcements from the company

Task List

Search-
put name in and hit enter
pulls up (first name, last name, phone number, secondary phone & address)
can see the notes before opening the record

Record
contact level
tabs- dependents, email, questionaire and history
contact info tab
birth date (calendar box)
sep (drop down box)
system automatically comes in edit mode so can fill in changes and press save
asterix info needs to be filled in and the field is marked red if not completed

address validation comes up when make changes to the record
click accept or reject to keep address validated

county- system used to generate/ populate
but now need to verify the county (training??)

alerts presented once look up record- if medicaid available, all plans, announcements

quotes and fulfillment are not showing yet
dependents- primary is no longer on the dependent tab, just the spouse and children

Email- mailbox, compose email, check email, unassigned email
always use basic!!!!!
subject line default to basic template
body would have text that populates automatically
There is a lot of functionallity but we don't want people to change the font or highlight.
We cannot lock down the system so have to train to not change the basic template
We can snip or attach documents to the email.
Option to choose snips want to attach to the email.
Have the option to view the attachments
We are going to have to manipulate the body of the email to look correct.

Questionnaire Tab
contact questionnaire- Mac does not use it, but sales does

History Tab- contact level history
action column- notes, chat, details (any activity or action and show up in call details at the bottom of the page)
we usted to go to history and view all notes (this feature is still available)
newer notes are below instead of on top (old b2 have newer notes on top)

icon for notes when available

Contact Level
contact info tab- associated opportunites
gives the status (in progres)
action tab (open)

Opportunity Level
default: Quotes and Applications Tab
new quote, gen microsite, no microsite, plan review
Fulfillment Tab-
new order, view order, no fulfillment
opportunity history tab- have notes and details (actions on previous calls)
if sent a fulfillment can see it on the opportunity details


Microsite- can see if visited the microsite and will supress the emails if the person signs up
the supression boxes are supposed to stop the calls (no contact, no email, no phone)
They can send up an email but if no contact box checked we cannot respond.

2 levels open disposition out of 2 levels
disposition area at the bottom: call type, resolution (outcome of the call)

Create a Record
DNIS (Default)
Anonymous record
red boxes pop out for all required fields

calendar widgit (start with the year)-
you can type in the date if you want to
populates the age

Address
use hotels, hospitals or starbucks address for test
cannot have invalid addresses in bconnected

look up contact at the top do not need to scroll up and down
check mailing list to see if they are anywhere in the system (duplicate check)
you want to avoid a duplicate record

best time to reach (To Train)

sep/oep ???? which to select
no longer have an sep effective date (for sales platform)

address search looking for address int he system
check mailing list again- create new
county disappears when save information (glitch)

if see anonymous in the left hand tab need to save again, for name to show up in the contact tab

compose an email
Subject line should populate
get rid of type text
add a script
(please adjust the font to match the rest of the email)
at a sales level the script might need to be added in or emails continued to be verified before sent

Questionnaire
(Not for MAC)

For notes: Don't put personal opinion about the person
icon shows up once put notes in the system

new record
new opportunity
select medicaid
now medicaid check box is with the quotes and apps
effective date is also in this tab

Do not need to create a dependent record
check medicaid flag for the dependents
no microsite for mac record


fulfillment
check people for fulfillment kit
do not need to enter notes

Disposition the call
Opportunity level - outcome (click finish)
contact level- disclaimer

train to click search after the address to see if already in the system
we do not want duplicate records
you don't want to creat a record based on a phone number
search after have gotten the phone number

type of opportunity on the left hand side says Medicaid- Name
only can be see on medicaid side

if medicaid eligible, click medicaid flag, no mircrosite, save information
opportunity history (add notes)
disposition the call

Schedule a call back ( Schedule Task)
New task
enter a date with calendar widgit
enter a reason
hit save
Shows up on the record as a medicaid callback

Don't forget to hit refresh to update the screen!
Opportunity details shows the actions taken in the record.

on a contact level create a callback says Non Opportunity
on a Opportunity level it says Medicaid
if need to cancel select cancel task
if need to change, pick the task and change the time
Shows in the Task List for call backs
Do not click open unless going to call the person

Dispositon opportunity level and then the contact level
Should show in the call history right away

CLEAR THE CACHE AND WILL LOAD BETTER

You cannot have more than one opportunity of the same type at the same time
You can have 2 different types: medicaid and sales open

https://prod-crm.optum.com/
SYSTEM RELATED GAMES

TEAM 1
TEAM 2

QUESTIONS
1. WHEN AN OPPORTUNITY IS OPEN FOR SALES WHAT TAB DOES THE OPPORTUNITY OPEN TO?
QUOTES AND APP
2. HOW DO WE GET TO THE QUOTES AND APPS TAB?
3. THE OPPORTUNITY LEVEL HAS WHAT TABS?
QUOTES AND APP
OPPORTUNITY HISTORY
FULFILLMENT
4. WHAT TABS ARE AVAILABLE ON THE CONTACT LEVEL?
CONTACT INFO
DEPENDENTS
QUESTIONNAIRE
HISTORY
EMAIL
5. IF I CREATED A FULFILLMENT WHAT 2 LEVELS MUST BE CLOSED OUT IN THE SYSTEM?
CLOSE OUT LEVELS: OPENED THE OPP TO GET TO THE FULFILLMENT
6. WHEN AN OPPORTUNITY IS OPENED AND IS IN PROGRESS WHERE CAN YOU VIEW IT?
ASSOCIATED OPPORTUNITIES
7. WHAT TABS MUST BE TOUCHED TO CREATE A MICROSITE?
CONTACT PAGE
DEPENDENTS
SALES: QUOTES & APP (BUTTONS)
8. WHAT ARE MARKETING SUPPRESSION BOXES AND WHERE ARE THEY LOCATED?
CONTACT TAB: DO NOT EMAIL, DO NOT MAIL, DO NOT CALL

PLAN REVIEW- REVIEWED A QUOTE OR MICROSITE WITH THE PERSON
THE PERSON IS CALLING IN AND MAYBE CONFUSED AND YOU CAN CAPTURE/DOCUMENT THAT YOU HAD TO REVIEW THE PLAN