CRM Master Department Groups
zClinical StaffzInventory StaffzCompliance StaffzPCC StaffzReSupply StaffzCollections StaffzBilling StaffxPosting StaffxSales StaffzAccounting StaffzHR StaffzManagement StaffxSupport StaffAdmin
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1
Clinical
InventoryCompliancePCCResupplyCollectionsCollectionsCollectionsSalesVM groupVM groupVGM ForbinVGM ForbinEverything Access
2
Compliance
ClinicalClinicalResupplyPCCPostingPostingPostingDocumentationTrainingTrainingVM groupVM group
3
Documentation
ComplianceDocumentationDocumentationDocumentationDocumentationDocumentationDocumentationClinicalTimeClockTimeClockTrainingTraining
4
VM group
DocumentationMedicare TeamMedicare TeamSupplyAuthBillingBillingBillingComplianceSalesSalesTimeClockTimeClock
5
Re-Auth
VM groupVM groupVGM ForbinSupplyDocsVM groupVM groupVM groupDocumentationProductivityProductivitySupport GroupSupport Group
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On-call
Re-AuthResupplyVM groupVGM ForbinPatient PayPatient PayPatient PayVM groupPurchase OrderPurchase OrderTechSupportTechSupport
7
MPO
On-callRe-AuthSupplyAuthVM groupPostingPostingPostingRe-AuthPurchasingPurchasingSupplyAuthSupplyAuth
8
Non Compliance
MPOOn-callSupplyDocsScheduleMedicare TeamMedicare TeamInsuranceOn-callPatient PayPatient PaySupplyDocsSupplyDocs
9
Prodcut Request
Non ComplianceMPOScheduleResupplyIntake OrdersInsuranceDocumentationMPOPostingPostingScheduleSchedule
10
Inventory
Prodcut RequestNon ComplianceRe-AuthOrder StatusInsuranceDocumentationCPAP Success4UNon ComplianceOfficemailOfficemailSalesSales
11
Compliance Met
Compliance MetProdcut RequestOrder StatusNew Patient Supply 1ADocumentationCPAP Success4UCPAPS4UProdcut RequestManagementMedicare TeamResupplyResupply
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EqReturn
InventoryNew Patient Supply 1AMPOCPAP Success4UCPAPS4UChart ReviewInventoryJKMManagementRe-AuthRe-Auth
13
Compliance MetMPONon ComplianceCPAPS4UChart ReviewAuthorizationCompliance MetHRJKMProductivityProductivity
14
Non ComplianceIntake OrdersComplianceAuthorizationCall to ActionStat OrderInactiveHRPurchase OrderPurchase Order
15
Prodcut RequestInsuranceCompliance MetCall to ActionAppt Sign-InCall to ActionEmployeesInactivePurchasingPurchasing
16
Intake OrdersCPAP Success4UChart ReviewAppt Sign-InAppt Sign-InDocumentationEmployeesPCCPCC
17
InsuranceCPAPS4UAuthorizationCredentialingDocumentationPatient PayPatient Pay
18
CPAP Success4UComplianceCall to ActionCPAP Success4UCredentialingOrder StatusOrder Status
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CPAPS4UCompliance MetAppt Sign-InCPAPS4UCPAP Success4UOn-callOn-call
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ComplianceClinicalComplaintCPAPS4UPostingPosting
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Compliance MetAuthorizationCollectionsComplaintNew Patient Supply 1ANew Patient Supply 1A
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ClinicalStat OrderChart ReviewCollectionsMPOMPO
23
Chart ReviewCall to ActionBillingChart ReviewNon ComplianceNon Compliance
24
AuthorizationAppt Sign-InAllCareBillingProdcut RequestProdcut Request
25
Stat OrderCall to ActionAllCareOfficemailOfficemail
26
Appt Sign-InStat OrderMedicare TeamMedicare Team
27
Call to ActionManagementManagement
28
Appt Sign-InJoibiz SupportJoibiz Support
29
JKMJKM
30
InventoryInventory
31
Intake OrdersIntake Orders
32
InsuranceInsurance
33
HRInactive
34
InactiveEmployees
35
EmployeesDocumentation
36
DocumentationCredentialing
37
CredentialingCPAP Success4U
38
CPAP Success4UCPAPS4U
39
CPAPS4UCompliance
40
ComplianceCompliance Met
41
Compliance MetComplaint
42
ComplaintCollections
43
CollectionsClinical
44
ClinicalChart Review
45
Chart ReviewBilling
46
BillingAuthorization
47
AuthorizationAllCare
48
AllCareStat Order
49
CRM ModulesCRM ModulesCRM ModulesStat OrderCall to Action
50
CRM Modules
CRM ModulesCall to ActionAppt Sign-In
51
Appt Sign-In
52
EqReturn
53
54
CRM ModulesCRM ModulesCRM Modules
55
CRM ModulesCRM ModulesCRM ModulesCRM ModulesCRM Modules
56
Employee
57
CDR
58
Inbound SMS
59
ALL CRM GROUPS
SMS
60
AllCare
61
Authorization
62
Billing
63
Chart Review
64
Clinical
65
Collections
66
Complaint
67
Compliance
68
Compliance Met
69
CPAP Success4U
70
CPAPS4U
71
Credentialing
72
Documentation
73
Employees
74
HR
75
Inactive
76
Insurance
77
Intake Orders
78
Inventory
79
JKM
80
Joibiz Support
81
Management
82
Medicare Team
83
MPO
84
New Patient Supply 1A
85
Non Compliance
86
Officemail
87
On-call
88
Order Status
89
Patient Pay
90
PCC
91
Posting
92
Prodcut Request
93
Productivity
94
Purchase Order
95
Purchasing
96
Re-Auth
97
Resupply
98
Sales
99
Schedule
100
SupplyAuth
101
SupplyDocs
102
Support Group
103
TechSupport
104
TimeClock
105
Training
106
VGM Forbin
107
VM group
108
zzzOpt
109
Stat Order
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
03/09/20
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We redesigned the group access for the CRM, as the way it was done previously caused looping of rights due to using groups of queues (i.e. Billing) for both queue and group of agents.
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The new design we devided the agents in to group staff (i.e. ZBilling Staff) and then used the groups for queue rights ony i.e. (Billing).
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Here are all the Staff groups, and the queues each have access to.
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130
zClinical Staff
131
Clinical
132
Compliance
133
Documentation
134
VM group
135
Re-Auth
136
On-call
137
MPO
138
Non Compliance
139
Prodcut Request
140
Inventory
141
Compliance Met
142
143
zInventory Staff
144
Inventory
145
Clinical
146
Compliance
147
Documentation
148
VM group
149
Re-Auth
150
On-call
151
MPO
152
Non Compliance
153
Prodcut Request
154
Compliance Met
155
156
zCompliance Staff
157
Compliance
158
Clinical
159
Compliance
160
Documentation
161
Medicare Team
162
VM group
163
Resupply
164
Re-Auth
165
On-call
166
MPO
167
Non Compliance
168
Prodcut Request
169
Inventory
170
Compliance Met
171
172
zPCC Staff
173
PCC
174
Resupply
175
Documentation
176
Medicare Team
177
VGM Forbin
178
VM group
179
SupplyAuth
180
SupplyDocs
181
Schedule
182
Re-Auth
183
Order Status
184
New Patient Supply 1A
185
MPO
186
Non Compliance
187
Prodcut Request
188
Intake Orders
189
Insurance
190
CPAP Success4U
191
CPAPS4U
192
Compliance
193
Compliance Met
194
Clinical
195
Chart Review
196
Authorization
197
Stat Order
198
199
zReSupply Staff
200
Resupply
201
PCC
202
Documentation
203
SupplyAuth
204
SupplyDocs
205
VGM Forbin
206
VM group
207
SupplyAuth
208
SupplyDocs
209
Schedule
210
Order Status
211
New Patient Supply 1A
212
MPO
213
Non Compliance
214
Intake Orders
215
Insurance
216
CPAP Success4U
217
CPAPS4U
218
Compliance
219
Compliance Met
220
Clinical
221
Authorization
222
Stat Order
223
224
zCollections Staff
225
Collections
226
Posting
227
Documentation
228
Billing
229
VM group
230
Patient Pay
231
Posting
232
Medicare Team
233
Intake Orders
234
Insurance
235
Documentation
236
CPAP Success4U
237
CPAPS4U
238
Compliance
239
Compliance Met
240
Chart Review
241
Authorization
242
243
zBilling Staff
244
Billing
245
Collections
246
Posting
247
Documentation
248
Billing
249
VM group
250
Patient Pay
251
Posting
252
Medicare Team
253
Insurance
254
Documentation
255
CPAP Success4U
256
CPAPS4U
257
Chart Review
258
Authorization
259
260
xPosting Staff
261
Collections
262
Posting
263
Documentation
264
Billing
265
VM group
266
Patient Pay
267
Posting
268
Insurance
269
Documentation
270
CPAP Success4U
271
CPAPS4U
272
Chart Review
273
Authorization
274
275
xSales Staff
276
Sales
277
Documentation
278
Clinical
279
Compliance
280
Documentation
281
VM group
282
Re-Auth
283
On-call
284
MPO
285
Non Compliance
286
Prodcut Request
287
Inventory
288
Compliance Met
289
Stat Order
290
291
zAccounting Staff
292
Accounting
293
VM group
294
Training
295
TimeClock
296
Sales
297
Productivity
298
Purchase Order
299
Purchasing
300
Patient Pay
301
Posting
302
Officemail
303
Management
304
JKM
305
HR
306
Inactive
307
Employees
308
Documentation
309
Credentialing
310
CPAP Success4U
311
CPAPS4U
312
Complaint
313
Collections
314
Chart Review
315
Billing
316
AllCare
317
318
zHR Staff
319
HR
320
VM group
321
Training
322
TimeClock
323
Sales
324
Productivity
325
Purchase Order
326
Purchasing
327
Patient Pay
328
Posting
329
Officemail
330
Medicare Team
331
Management
332
JKM
333
HR
334
Inactive
335
Employees
336
Documentation
337
Credentialing
338
CPAP Success4U
339
CPAPS4U
340
Complaint
341
Collections
342
Chart Review
343
Billing
344
AllCare
345
Stat Order
346
347
348
zManagement Staff
349
VGM Forbin
350
VM group
351
Training
352
TimeClock
353
Support Group
354
TechSupport
355
SupplyAuth
356
SupplyDocs
357
Schedule
358
Sales
359
Resupply
360
Re-Auth
361
Productivity
362
Purchase Order
363
Purchasing
364
PCC
365
Patient Pay
366
Order Status
367
On-call
368
Posting
369
New Patient Supply 1A
370
MPO
371
Non Compliance
372
Prodcut Request
373
Officemail
374
Medicare Team
375
Management
376
Joibiz Support
377
JKM
378
Inventory
379
Intake Orders
380
Insurance
381
HR
382
Inactive
383
Employees
384
Documentation
385
Credentialing
386
CPAP Success4U
387
CPAPS4U
388
Compliance
389
Compliance Met
390
Complaint
391
Collections
392
Clinical
393
Chart Review
394
Billing
395
Authorization
396
AllCare
397
Stat Order
398
399
xSupport Staff
400
VGM Forbin
401
VM group
402
Training
403
TimeClock
404
Support Group
405
TechSupport
406
SupplyAuth
407
SupplyDocs
408
Schedule
409
Sales
410
Resupply
411
Re-Auth
412
Productivity
413
Purchase Order
414
Purchasing
415
PCC
416
Patient Pay
417
Order Status
418
On-call
419
Posting
420
New Patient Supply 1A
421
MPO
422
Non Compliance
423
Prodcut Request
424
Officemail
425
Medicare Team
426
Management
427
Joibiz Support
428
JKM
429
Inventory
430
Intake Orders
431
Insurance
432
Inactive
433
Employees
434
Documentation
435
Credentialing
436
CPAP Success4U
437
CPAPS4U
438
Compliance
439
Compliance Met
440
Complaint
441
Collections
442
Clinical
443
Chart Review
444
Billing
445
Authorization
446
AllCare
447
Stat Order