AOR Organizational Chart and Specific Assignments.
Please see the attached organizational chart to have a better understanding of our current layout.
Below are the people you should be directing certain things that come in to.
Refunds (Payments from day before or longer) -> Rose, cc Jon
Void Payments (Payments same day) -> Jon, cc Rose and Monica
AOR Client Has Questions on FA -> Braeden, cc Rose
15 Min Strategy Session -> Braeden, cc Rose
Merged accounts on sign up -> Rose, cc Jon
C wants to cancel due to financial reasons -> Rose and Jon, cc Braeden, James
C wants to cancel due to concerns -> Braeden and Jon, cc Rose, James
Unpaid orders, either duplicate or from 3+ months back -> Rose, cc Jonathan
Converting to Indiv/FamPlan -> Rose, CC Jonathan, James
Portal Access resend -> Rose, CC Jon
JotForm (Emergency Contact) issues/updates/etc -> Tristan, James, and James cc Rose
Emergency Cards Not Received -> Anyone in Customer Service
Snail Mail Copy of FA or Release Conditions -> Sarah, cc Braeden