PCFF Wave 105 Product Training

The goal for this stage is to verify if the facility received the request we sent via fax/email and how soon can they release the records to us.

• Request Mailed -Awaiting Followup

• Fax/E-mail Followup

• Standard Followup

The goal for this stage is to verify if the facility received the request we sent via mail and how soon can they release the records to us.

• Standard Followup

• Fax/E-mail Followup

• Request Mailed -Awaiting Followup

The goal is to check if they received the check and verify if they can release the records at the soonest possible time

• Request Mailed -Awaiting Followup

• Standard Followup

• Check Sent -Awaiting Followup

This stage means that the order went through the support team already or we already made contact with the facility previously

• Standard Followup

• Fax Expected

• Mail Expected

his stage means that we received an ISTAT (a message from our client) and it requires immediate attention.

• Urgent Status

• Standard Followup

• Fax Expected

For requests with no-live contacts already, we must stress urgency on the message that we will leave. Include the date when we sent the request (initial and recent) and the number of times that we already sent the request (if applicable).

• True

• False

Are we to verify if payment is required if the facility did not received the request?

• True

• False

This ensures we know the client that we are representing, their reason for requesting records, any specific processes, fee limit and the phone & fax number assigned to our client.

• Review Client's Request

• Review Client's Source

• Read Status Notes

This would tell us what has happened on an order and some notes might have some instructions on how should we move forward with it.

• Check Necessary Files

• Read Status Notes

• Review Client's Source

This ensures that we have authorization on file and that it is correct. We must read request responses from the facility and ensure it is addressed

• Read Status Notes

• Review Client's Request

• Check Necessary Files