Account Management Review

What's the main difference between a merge and a change of ownership?

• They're the same

• The change of ownership requires a DocuSign form

• The merge requires a DocuSign form

• There's no merge process for Order Entry

If you have a Change of ownership, and both accounts have MAT ID's, what should you do?

• Inform the customer we can't proceed.

• Move one MAT ID to a dummy account

• Process the form and create a related ticket to Onboarding so the scanner can be re-registered

• Create a new account since we need to move the MAT ID

Do merge require an Onboarding ticket?

• True

• False

What should you do if you find a case of a duplicate MAT ID?

• Move the duplicate MAT ID to a dummy account and move the correct MAT ID to the correct account

• Move the MAT ID that has more scans in a dummy account.

• Inactive one of the accounts.

• Move both MAT ID's to dummy accounts

How can you determine which MAT ID is the correct one in the case of duplicate MAT ID's?

• The MAT ID that has less scans is the correct one.

• The MAT ID that has more scans is the correct one.

If the previous owner's information in a resale/change of ownership form doesn't match our records, can we still proceed?

• True

• False

For merge scenarios, do we need to have the same account owner and address?

• True

• False

For change of ownership scenarios, do we need to have the same account owner and address?

• True

• False

Do we have ownership of scanners and ownership of accounts?

• No we don't, they're the same

• The scanners are always on the correct accounts

• DID's and LID's belong to the doctors and not necessarily to the scanner owner.

• This isn't relevant to account management

How can I recognize a relocation?

• The form will include the same owner and different address

• The form will include the same owner and same address

• The form will include different owners and the same address

• The form will include the same owner but different addresses