Transcript Processes flowchart - for application forms

NEW BUSINESS APPLICATION PROCESS FOR ON-LINE
APPLICATION FORMS
FPA
Back Office
• Loads application form
on Discovery Health
on-line system
• Loads application form
on Vision and assigns
to back office with the
membership number
from Discovery Health
• Include signed
Checklist/Cover Page
and application
form
• Checks information is
loaded correctly on
vision and ensures the
checklist/cover page
has been signed by the
member and FPA
Discovery
Health
• Loads the application
form
• Emails the FPA for PR
requirements
• Once application form
is completed will email
the FPA a membership
certificate
Application form from time of capture 24 hours
NEW BUSINESS APPLICATION PROCESS FOR PAPER
APPLICATION FORMS (Under certain circumstances)
BACK OFFICE
FPA
Load DH App on Vision
App
App
• Check for Completeness
• If checklist is not signed
return on heat ticket to FPA
• Load
Submit
Assign Call Ticket To Back
Office
DISCOVERY HEALTH
• Submit to
[email protected]
Call Ticket
• Reassign to FPA with DH
Reference No
App with PR
• Email FPA PR
Requirement
App with No PR
• Email Membership No to
FPA
Application form from time of submission 48 hours
NEW BUSINESS NEW BUSINESS
Discovery
Health
FPA
Discovery
FPA
• Email FPA PR Requirement - PDF File. If there is confidential
information outstanding. The requirement will be sent to
Alexander Forbes. A note will be made on HEAT for the FPA to
notify the member to contact Discovery Health or Alexander
Forbes to obtain the requirement
• Resolve PR with Member
• Forward PR Requirements on DH Email
• Using Same Subject Line (Reference)
• To [email protected]
• Load Membership
• Email FPA Membership No
• Close Call Ticket