Account Setup is a web-based tool that provides many time saving features and
benefits to North Shore Long Island Jewish Laboratory. Account Setup is a
database tool utilized by sales representatives to enter all necessary
information to support the build of outreach clients. Information such as
demographics, contacts, doctors, office hours, pickup, reports, requisitions,
supplies…is entered in a step by step fashion and results in a clean, printable
document used to build the client, set up the correct equipment, order the
correct supplies, logistics, and so forth. Sales representatives and
others can log into Account Setup at any time to gather information or view the
status of a client build (eg. Build in Process, Build Complete, Validation in
Process…). This allows accurate communication with the doctor’s office as
to the timing of completion. Besides streamlining the build process, the
tool also serves as a history of traceable information such as dates of
completion, number of doctors built, usernames, number of results only vs.
orders clients built…
Another benefit of Account Setup is the reduction in the number of errors
caused by illegible handwriting and missing information. Prior to the
creation of this tool, in order to build a new outreach client, information was
collected in a much less organized fashion (eg. Emails, phone tag…), which
resulted in more errors and slower build times. The time it takes to
enter new client information into the database far outweighs the previous time
and communication it took to get the correct information to the right person.
In return, this allows a faster and much more accurate way to get our
clients up and running.
For additional details click here. |
Call Allen Mavel at (573) 268-7380 for details
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