|
Care &
Outreach |
|
|
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priorit=
y 10-1 |
Sheet |
IT Estimate |
Estimat=
ed Start
Date |
IT Re=
source for
estimate & Comments |
|
Conversion Report |
|
Conversion
Report- Need to be able to choose different departments |
1 |
|
2 |
|
Post phone sy=
stem |
|
Contes=
ts Report |
23-Oct |
1)
On screen view of contest actions
2) Add "valid" column to contest log which is editable
3) Edit Cust Button
4) Greater specificity for creating contests |
7 |
|
8 |
|
|
|
Reports |
|
Outreach
Reports- need a report to show sales mixed per rep |
1 |
|
4 |
|
Post phone sy=
stem |
|
Reports |
|
Inactive
report for Self-Pay Catheter customers before RX expires-entered on the
Medical tab under Auth |
10 |
|
3 |
|
|
|
Class Code Indicators |
|
Color
code class on Accounts: Self-Pay-green, 3rd party-Blue, Medicaid-Red |
2 |
|
1 |
|
|
|
Reports |
|
Data
Compliance- Should only look at lead entered brand new into the system. L=
ooks
at those in the system and docks the rep if their information isn't filled
in. |
1 |
|
3 |
|
Post phone sy=
stem |
|
Reports |
|
Need
monthly report to see if money was collected on accounts that were called=
due
to Bal Rec calls. Needs to capture # calls, PID, payment recvd, payment p=
lan,
attempt, connect. |
1 |
|
4 |
|
Post phone sy=
stem |
|
Credit Warning Report |
|
See Sheet |
2 |
Yes |
3 |
|
|
|
Product Look-up |
14-Apr |
Inclu=
de box
measurements for international shipments |
6 |
Yes |
16 |
|
=
; |
|
Deferr=
ed Orders |
30-Apr |
Additional
radio button on deferred order screen until X$ or date, then start the
customers PDP. See sheet for rest. |
10 |
Yes |
12 |
|
|
|
Roles<=
/td>
| 24-Apr |
Ability
to remove people if entered in error. |
5 |
Yes |
20 |
|
|
|
Data c=
ompliance |
1-May |
Need
report to have summary option. Need option to run by series of days. |
1 |
Yes |
12 |
|
Post phone sy=
stem |
|
Report=
s |
6-Jun |
Need
Outreach list pulls to run through Epro for Tracer Calls |
1 |
Yes |
10 |
|
Post
phone system |
|
Outrea=
ch
Campaign Call Analysis |
1-Aug |
All
outreach reports 1. needs to be based on the same numbers as marketing
(invoiced based) 2. Need listing in the attached order 3. Need the abilit=
y to
change order when marketing/or changes order or adds orders. |
1 |
Yes |
40 |
|
Post
phone system |
|
PDP fo=
r future
delivery |
2-Aug |
When
a rep setup a new PDP for a future Delivery the order needs to run under =
that
reps salesman code so the revenue reflects as care or OR and the sale is
included in that reps numbers for performance evaluation & big buck
calculations. |
1 |
Yes |
32 |
|
Post
phone system |
|
All re=
ports with
Reps |
21-Sep |
Print
reports in alphabetical order by rep name to make it easier to find a rep=
. |
8 |
|
TBD |
|
|
|
Invoic=
es in
Dispute |
31-Jul |
Be
able to print under the following categories |
7 |
Yes |
TBD |
|
|
|
Tracer=
s |
15-Aug |
Highlight
tracking #s under packages which have a tracer placed on it within the
account |
8 |
Yes |
TBD |
|
|
|
Product
Complaint log |
6-Jan |
Select
Known Issues from the 'Product Problem Log' and process in place of the
current 'SKU Issues Log' process. |
4 |
Yes |
TBD |
|
|
|
Cancel=
Order |
22-Jul |
Allow
partial cancellations with discounts by cancelling the discount along with
the product. |
6 |
Yes |
TBD |
|
|
|
Intera=
ction
Summary Report Step 2 |
4-Aug |
Automatically
sort the report and write it to the H: drive and email it to all 18
recipients. Still need to be able to manually process the report. |
8 |
Yes |
TBD |
|
|
|
Specia=
l handling |
12-Oct |
See
sheet |
8 |
|
TBD |
|
|
|
Intera=
ction
Summary Report Step 2 |
4-Aug |
Automatically
sort the report and write it to the H: drive and email it to all 18
recipients. Still need to be able to manually process the report. |
8 |
|
TBD |
|
|
|
Open O=
rder
Summary Report |
2-Oct |
See
sheet - duplicate Access report with more logic for tracking purposes.
| 10 |
|
64 |
|
|
|
|
|
|
|
|
|
|
|
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Content-Transfer-Encoding: quoted-printable
Content-Type: text/html; charset="us-ascii"
|
Care &
Outreach |
Completed |
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
IS Estimate |
Complete |
|
Scratchpad |
|
Scratchpad
access no matter what screen is open in an account |
|
|
No |
2007
|
|
PDP |
|
PDP-
Like to be able to edit a PDP from Order Entry Ex. Cust orders DPP but wn=
ts
DPPS in addition-have to add it to PDP screen now as 1 time only then run=
the
order |
|
|
No |
2007
|
|
Write-offs |
|
Delete
the checkmark for a writeoff that has been paid. |
|
|
Data Issue
| 2007
|
|
Show d=
elivery
date on the screen while manually running a PDP order. |
27-Mar |
Show
delivery date on the screen while manually running a PDP order. |
|
Yes |
4 |
2007
|
|
Add Customer |
3-May |
Add
Customer Shortcut on the Interaction toolbar |
|
|
Binocular |
2007
|
|
Reports |
|
Interaction
Reports- Option to be able to print stapeled |
|
|
No |
2007
|
|
? |
|
Be
able to cancel an order if it has not left the building but is showing
shipped. Have to wait till next day to call UPS and have it rerouted. |
|
|
No |
2007
|
|
? |
|
Possibility
of having the account pop on the screen for the QA rep when monitoring ca=
lls. |
|
|
No |
2007
|
|
Contact Codes - Outreach |
22-Feb |
Only assign a=
contact
code if there is a connect |
|
Yes |
New |
2007
|
|
Infopro Orders |
12-Jun |
Allow shippin=
g to
apply to last line including literature as a target. |
|
Yes |
New |
2007
|
|
Scratc=
hpad |
24-Apr |
Make
scratchpad non-modal |
|
Yes |
TBD |
2007
|
|
List P=
ull |
6-Jul |
Calls
are appearing on dialing lists that are terminated. This results in accou=
nts
being reviewed then dispositioned as "No call per notes on account&q=
uot;
This is happening on all lists. |
|
Yes |
TBD |
2007
|
|
Order entry =
|
4-Jun |
Halo
will allow an order to be sent on an account when the account is marked as
pre-paid. This needs to have an alert popup to bring to reps attention.
| |
Yes |
TBD |
2007
|
|
Credit=
Hold |
30-Apr |
Payer is notified but t=
he
user is not. |
|
Yes |
Exists |
2007
|
|
Running Samples |
|
Eliminate
the ability to put in #SKU as product for samples- cust getting full cases
instead of just samples |
|
|
TBD |
2007
|
|
Ground to AK & HI |
20-Sep |
Allow
rating of packages in order entry for AK & HI. Add reminder message to
apply charges when the "Order" button is selected. |
|
|
|
2007
|
|
Deferred Orders |
|
Deferred
Order- If account is on credit hold, the order still will not run even th=
ough
criteria has been met |
|
Yes |
|
2007
|
|
Find Customer |
9-Jan |
Log
Find customer uses. |
|
Yes |
|
2008
|
|
Order History |
3-Jan |
Designate
the site an order was run for within Order History |
|
Yes |
|
2008
|
|
Order e=
ntry |
17-Dec |
Move
the order button to Order History |
|
Yes |
|
2008
|
|
Combining customers |
28-Feb |
Allow
same personid to be combined |
|
No |
|
2008
|
|
Login |
20-Feb |
Force
password changes for Data security |
|
No |
|
2008
|
|
Order e=
ntry |
18-Mar |
Added
"Saw Ad" button and functionality to order entry screen |
|
Yes |
|
2008
|
|
Call Tags |
1-Jan |
Issuing
a calltag to a different address |
10 |
3 |
2 |
2008
|
|
Backor=
der Notify
List |
19-Feb |
In
the case of an extended backorder, have the customer reappear on the list=
at
the 25 day mark |
7 |
3 |
2 |
2008
|
|
Invoice History |
|
Be
Able to view all invoices a check was applied to- maybe a check received
button that gives info such as check #, amount, date received, etc. |
8 |
3 |
2 |
2008
|
|
Reorder Button |
|
Reorder
button needs to give PDP pricing when the customer is on PDP. |
10 |
3 |
3 |
2008
|
|
Backor=
der Notify
List |
2-Nov |
Need
a way to see the customers in list that have had an attempt call made vs.
those that haven't due to no phone #; those with no phone # have to be ca=
lled
manually |
3 |
3 |
2 |
2008
|
|
Tracers |
18-Dec |
Need
a way to delete an existing tracer at any point or before submission (sim=
ilar
to Ant Return button) - be able to view, edit or delete |
9 |
1 |
3 |
2008
|
|
Tracers |
|
Need a way to log=
a 2nd
tracer for an order
| 9 |
2 |
2 |
2008
|
|
Tracers |
|
Add
the customer's name to the tracer list |
9 |
3 |
2 |
2008
|
|
Tracers |
|
Be
able to sort by tracking number |
9 |
2 |
2 |
2008
|
|
Change Address Info |
31-Aug |
Add
another reason under invalid address - Dupe/Invalid per Merged Customer
Process |
10 |
3 |
|
2008
|
|
Error Report |
23-Oct |
1)
PID in error table
2) Charged Y/N field - can be edited or deleted
3) Run by specific user
4) Run by error type |
9 |
2 |
3 |
2008
|
|
Invoice History |
18-Jan |
Would
like a way to see the date and amount of the last payment received |
8 |
3 |
1 |
2008
|
|
Invoice History |
|
Invoice
History- Need to have something to show payment history w/o having to view
invoice detail |
8 |
3 |
1 |
2008
|
|
Credit Cards |
29-Jan |
When
there are multiple charges against the same order and only 1 succeeds, the
system needs to be able to void the correct one when the order is cancele=
d |
7 |
3 |
3 |
2008
|
|
Discount Request |
2-Feb |
Add
a delete or void button for discount requests |
7 |
3 |
2 |
2008
|
|
PDP |
|
Reg
vs PDP Price on PDP screen (one time only at reg. Price items.) |
10 |
3 |
3 |
2008
|
|
Tasks |
|
Tasks-
Be able to edit the text on an existing tasks |
2 |
3 |
3 |
2008
|
|
Rep History |
|
Timespan
F1 Function so see all accounts you have been in on a certain day. (Sales,
Notes, etc) |
10 |
2 |
1 |
2008
|
|
|
|
Ability
to remove people if entered in error. |
6 |
2 |
2 |
2008
|
|
Order History |
|
Order
History- Need to have a warehouse fulfillment history to see why an order=
was
delayed |
8 |
3 |
2 |
2008
|
|
Order History |
|
Order
History- Be able to see the ship method at the package level. Ex. 1 bag N=
DA
and rest ground. |
8 |
3 |
2 |
2008
|
|
Find Person |
|
Find
Person-Be able to search by email address |
6 |
3 |
1 |
2008
|
|
Flagged Account Indicator |
|
Pop
up when flagging account to see if someone else has that account flagged =
and
why |
9 |
3 |
3 |
2008
|
|
Error Logging and Report |
2-Oct |
Change
the word "Error" to concern to match up to the new error progra=
m. |
|
|
|
2008
|
|
Call Tags |
17-Jan |
Change
to Calltag Functions (show $ per box and ability to discount) |
9 |
3 |
2 |
2008
|
|
Flagged Account Indicator |
|
Pop
up when flagging account to see if someone else has that account flagged =
and
why |
9 |
3 |
3 |
2008
|
|
Send Button |
|
Ability
to delete a package if entered in error |
10 |
2 |
3 |
2008
|
|
Drop Ships |
18-Apr |
Change
alert message to say all drop ships need to be prepaid using a cc. |
10 |
3 |
3 |
2008
|
|
Noting Accounts |
30-Apr |
Be
able to note at the stop interaction log before exiting the account. |
10 |
3 |
3 |
2008
|
|
Interaction Tracking |
5-Jun |
Force
PID to be logged on all entries (see sheet attachment) |
8 |
3 |
3 |
2008
|
|
Order discount Report |
1-Aug |
We
need the option to sort by rep by month |
7 |
1 |
2 |
2008
|
|
Discount Report |
|
Discount
Reports- Be able to sort and print to Excel |
6 |
2 |
2 |
2008
|
|
New Ou=
treach
List |
18-Apr |
Weekly
list for balance recovery. Already built in Epro. |
1 |
|
|
2008
|
|
Report=
s |
6-Jul |
We
need a report to run a weekly / monthly basis from the medical tab on
authorization details that would list expired for self pay customers. |
7 |
3 |
|
2008
|
|
Shippi=
ng Charges |
3-Aug |
Shipping
charges need to be calculated based on individual bags being combined.
| 6 |
3 |
1 |
2008
|
|
Outrea=
ch List
pulls |
14-Jun |
Remove
all Info Pro customers |
7 |
3 |
2 |
2008
|
|
Flag L=
ist |
30-Apr |
Need
to be able to print all users at once or select by department |
8 |
2 |
3 |
2008
|
|
Custom=
er
Interaction inquiry |
1-Aug |
Would
like a rep to be able to see a list of their notes & interactions by =
day. |
|
|
|
2008
|
|
Intera=
ction
Summary Report (Errors) |
30-Apr |
Have
the ability to sort by department |
9 |
|
|
2008
|
|
Intera=
ction
Detail Reports |
22-Sep |
Be
able to sort info by department, specific user, and error type. |
6 |
|
|
2008
|
|
Intera=
ction
Detail Report (Errors) |
30-Apr |
Add
a column for class code |
9 |
2 |
2 |
2008
|
|
Invoicing |
9-Jan |
If
part of a line item doesn't ship, and you have to cancel and re-run or ca=
ncel
the remaining product, it does not invoice correctly. Ex. DEUS, 1 DEUT ships, 1 does n=
ot,
invoices for $0.00; no way to account for canceling partial line items
| 9 |
3 |
3 |
2008
|
|
Reports |
|
Create
a scheduler to have reports ran automatically |
8 |
1 |
2 |
2008
|
|
Overal=
l error
summary |
1-May |
Only
reports total error - all departments |
8 |
2 |
2 |
2008
|
|
Invoic=
ing |
10-May |
Calltag
invoices don't use the credit on an account if there is one. |
9 |
3 |
2 |
2008
|
|
Addresses |
|
One
time only shipping & billing address |
5 |
3 |
1 |
2008
|
|
Net sa=
les by Rep
and Channel |
1-Aug |
Need
a report that combines OR & Care & totaled at bottom by phone, OB,
& internet. |
7 |
1 |
2 |
2008
|
|
Custom=
er
Maintenance |
16-Dec |
Add
kevalue to trigger a customer as being acquired from an acquistion as bei=
ng
part of that acquisition. |
|
|
|
2009
|
|
Interaction Summary Report |
11-Nov |
Modify
the interaction summary report to count all product problems logged during
the same itneraction for the same sku as one problem. |
|
|
|
2009
|
|
Generate Invoice |
15-Jan |
Modify
Generate Invoice routine to handle discounts when one item is backordered=
to
avoid a negative invoice |
9 |
3 |
3 |
2009
|
|
Customer merge |
10-Mar |
Allow
merge when customer special pricing is in effect. |
9 |
|
|
2009
|
|
Deferr=
ed Orders |
7-Apr |
New
option to defer until prescription arrives |
7 |
|
|
2009
|
|
CC Pro=
cessing |
7-Apr |
Block
transactions from happening when the settlement process is running. |
7 |
|
|
2009
|
|
Prepay=
s/Dropships |
26-Apr |
Prevent
prepays on drop shipments from being applied to other orders on an accoun=
t |
10 |
3 |
3 |
2009
|
|
Order entry =
|
1-Jul |
Insure
that a coupon amount or a discount amount placed on PDP doesn't exceed the
purchase amount for the PDP Order. |
8 |
|
|
2009
|
|
Report=
s |
18-Jun |
Error
report by day, department, error type. Run monthly, weekly, daily so each=
day
is a separate sheet. |
10 |
1 |
3 |
2009
|
|
Order =
Entry
Samples |
5-May |
As
reps add samples to orders, verify that the unit for the sample is not mo=
re
than one. If it is, notify the rep that the sample may be more than a sin=
gle
unit. Prevent sending cases as samples due to master table issues. |
10 |
|
|
2009
|
|
Discou=
nt Request |
9-Apr |
See
sheet |
5 |
|
|
2009
|
|
Specia=
l Handling |
28-May |
Activate
the ISACTIVE flag for Special Handling in order entry. |
9 |
|
|
2009
|
|
Main M=
enu |
5-Jun |
Add
"Help About" menu option that will display the version of Halo.=
|
8 |
|
|
2009
|
|
Order Entry/History |
17-Jan |
21-Feb |
On-line view =
of each
letter in the letter button |
9 |
2 |
2 |
2009
|
|
Credit Card Processing |
17-Sep |
Set all CC
transactions to $2.00 for the Dev and Training databases for testing
purposes. |
9 |
Yes |
3 |
2009
|
|
Deferr=
ed Orders |
30-Apr |
Additional
radio button on deferred order screen until X$ or date, then start the
customers PDP. See sheet for rest. |
10 |
Yes |
12 |
2009
|
|
Tracer=
s |
15-Aug |
Highlight
tracking #s under packages which have a tracer placed on it within the
account |
8 |
Yes |
12 |
2009
|
|
|
|
|
|
|
|
|
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Content-Location: file:///C:/EC094676/Enhancements_1026_files/sheet004.htm
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Content-Type: text/html; charset="us-ascii"
|
Care &
Outreach |
Completed |
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
IS Estimate |
|
Custom=
er
Maint./Order Entry |
30-Apr |
Implement
LUNH check on credit card number |
|
Yes |
New |
|
Conver=
sion
Report |
1-May |
Need
the "Conversion Report" for First Call Conversion and Call Back
Converion by department. |
|
Yes |
New |
|
Outrea=
ch
Campaign analysis |
1-May |
Outbound
Campaign Call Analysis & Sales Analysis - 3 categories1. standard
campaigns, 2. product cahnge/discontinues, 3. balance recovery |
|
Yes |
New |
|
Revenu=
e Summary
Report |
1-May |
Need
new summary report by channel, by department |
|
Yes |
New |
|
Reports |
|
Report
that will show sales for just Outreach reps as opposed to all reps |
3 |
|
2 |
|
Reports |
|
Report
that would show the rep based on what channel they were in daily. |
3 |
|
2 |
|
Intera=
ction
Summary |
18-Jan |
When
the interaction summary comes up, have a … with responses to select,
such as made payment, changes to PDP, regular order, tracked order, etc.<=
span
style=3D'mso-spacerun:yes'> |
3 |
Yes |
4 |
|
Outreach |
26-Jan |
Build
List of Inbound Services so system can confirm Inbound #s and react
correctly. Attached print s=
creen
with documentation. |
|
Yes |
?
If possible or necc |
|
Outreach |
6-Feb |
Customers
are showing up on the call list b/c they had a 1 time only shipment added=
to
the PDP (including coupones) |
2 |
Yes |
1 |
|
Roles |
26-Sep |
Would
like to be able to default options based on roles |
3 |
|
? |
|
Coupons |
|
Adding
coupons to PDP-need to be able to add to future shipments if there are
multiple coupons amounts |
2 |
|
? |
|
Reports |
|
Outreach
Reports- need a report that shows who worked on which campaign |
2 |
|
4 |
|
Product Look-up |
|
Product
Look-Up- Have to redo search methods if you view one product but want to =
view
another product within the same search. Ex. Poise Pads, view extra plus t=
hen
ultra plus |
2 |
|
? |
|
Market=
ing
Add-Ins Text - Order Entry |
17-Oct |
Text
Marketing Add Ins are not showing up in Order Entry - database structure =
does
not currently support |
2 |
|
8 |
|
|
19-Sep |
Order
Verification Summary |
2 |
|
? |
|
Sales Rev Report |
|
Sales
Rev Reports- Need a choice to choose between Department or User |
1 |
|
2 |
|
Deferred Orders |
31-Jan |
Defer until t=
he 1st
order is paid in full |
1 |
Yes |
24 |
|
Calltags |
|
Calltags-
Have to enter a separate Ant Rtrn when picking up multiple boxes off 1
invoice |
1 |
Yes |
Training Issu=
e |
|
Exclud=
e Medicaid
Codes from Upsell popup. |
2-Apr |
Exclude
Medicaid Codes from Upsell popup. |
|
Yes |
TBD |
|
User i=
nteraction
log |
30-Apr |
Be
able to connect or disconnect to an interaction |
|
Yes |
TBD |
|
List P=
ull |
6-Jun |
We
need a way to pull lists from Halo for on-off requests - such as attached=
. |
|
Yes |
TBD |
|
Rep. S=
core Cards |
18-Apr |
See
attached samples |
|
Yes |
TBD |
|
Edit C=
ustomer |
30-Apr |
Customer
has PO box and street address on account - when sending a catalog or samp=
le -
the system should automatically select the PO box instead of the street
addrtess for that one time. |
10 |
3 |
2 |
|
Contests |
9-Aug |
Reps
need a History button to see what contests they have logged for each day<=
/td>
| 3 |
1 |
1 |
|
Backorders |
|
Automatic
pop up to offer alternate product on backordered products. Ex. PSUM on b/=
o,
offer QRPUM |
10 |
3 |
1 |
|
Contes=
t Report |
1-May |
Need
to be run by department, by channel with summary |
7 |
2 |
2 |
|
Contests |
1-Mar |
See Sheet - 4=
Items |
5 |
1 |
2 |
|
Custom=
Schedules |
22-Aug |
In
PDP maintenance, need a ship on/deliver on option just like in PDP screen;
not V1, moved to enhancement sheet |
7 |
3 |
2 |
|
Customer History Report |
15-Feb |
Related
to date ranges (see sheet) |
4 |
2 |
1 |
|
C=
ustomer
History |
|
Label
the histories & some additions to the invoice history - Anna has deta=
ils |
5 |
1 |
1 |
|
Balanc=
es <
$2.00 |
30-Apr |
See
sheet |
10 |
2 |
2 |
|
Order =
entry -
marketing addin |
17-Apr |
Finalize
needs to look to see if there are more than on line item than a marketing
addin - if so update the IsAutomatic flag and send it to assembly for
sampling. |
|
|
|
|
Task L=
ist reship |
15-Apr |
Need
to be able to sort task list |
|
|
|
|
|
|
|
|
|
|
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|
Correspondence |
Completed |
|
|
|
|
|
| <=
/td>
| |
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
Estimate |
Year&nb=
sp; |
|
Letters |
6-Sep |
Add
functionality to include auto generation of letter to logging of defective
product |
|
|
8 |
Request=
rescinded |
|
Mail |
28-Mar |
It
would be nice to have a summary report come up when a batch is
completed. It would include=
: Payments, Mail Orders, Coupons, =
Trash,
etc. If you want to get rea=
lly
fancy, a running total for the month to print would be really cool too
| |
|
8 |
Request=
rescinded |
|
Payment Processing |
2-Aug |
Coupons
showing on invoices - coupon "0" less $2 coupon shows on invoic=
e -
very unclear |
|
|
|
<=
/td>
|
|
Stark =
Brothers |
28-Aug |
Add
Contact ID and price list ID to the exception report on large discount for trouble-sh=
ooting
purposes |
|
|
2 |
<=
/td>
|
|
Payment Processing |
39209
| Add user name=
to
finalize report |
|
Yes |
1 |
<=
/td>
|
|
Payment Batch listing |
20-Mar |
Listing
on screen needs to show discounts, coupons, and late charges. Currently t=
here
is no way to see these items. |
|
Yes |
5 |
<=
/td>
|
|
Orders |
39168
| Add date to P=
DP
window on OE screen |
|
Yes |
4 |
<=
/td>
|
|
Payment Processing |
30-Jan |
Have
urgent notes pop up in payment processing |
|
Yes |
1 |
<=
/td>
|
|
Payment Processing |
9-Mar |
Locate accounts by order number |
|
Yes |
|
<=
/td>
|
|
Payment Processing |
9-Mar |
Ability
to use arrow keys to move up and down |
|
Yes |
5 |
<=
/td>
|
|
Payment Processing |
39209
| Resort paymen=
t batch
by user first |
|
Yes |
1 |
<=
/td>
|
|
Turnaround Report |
25-Jan |
"Pending
Mail Report" enhancements |
|
Yes |
4 |
<=
/td>
|
|
Pending Mail User Analysis |
16-Feb |
"Pending
Mail" enhancements |
|
Yes |
4 |
<=
/td>
|
|
Payment Processing |
9-Jan |
It
would be very good to be able to see writeoffs from the payment processing
screen or at least have a flag that lets us know to check the account for
writeoffs |
|
Yes |
1 |
<=
/td>
|
|
SBFS P=
CP |
31-Oct |
PCP
should be site-specific - unless there are PDPs set up on another site, y=
ou
should not be able to run the PCP |
|
|
? |
<=
/td>
|
|
Check posting |
15-May |
Create
a way for me to change a check number that was entered wrong. |
|
Yes |
TBD |
<=
/td>
|
|
Payment Processing |
30-May |
View
invoice from payment processing screen |
|
Yes |
|
<=
/td>
|
|
Payment Batch Utility |
2-Jun |
Ability
to view batch data |
|
No |
|
<=
/td>
|
|
Mailbatch Inquiry |
27-Jun |
On
screen inquiry and report to show all time stamps and durations for speci=
fied
users and dates. |
|
Yes |
|
<=
/td>
|
|
Timestamp |
16-Feb |
Ability
to see timestamps for specific batches & possibly edit them |
|
Yes |
8 |
<=
/td>
|
|
Late Charges |
9-Jan |
Charging
Late Charges to Open Balances with Credit Cards |
7 |
No |
Duplicate
on accounting |
<=
/td>
|
|
Mailing |
7-May |
Labor hour
productivity inquiry |
5 |
Yes |
8 |
<=
/td>
|
|
Order Entry |
10-Oct |
Give PDP pric=
ing on
reorder if product is on PDP. |
|
Yes |
|
<=
/td>
|
|
Customer Maintenance |
9-Oct |
Ability to de=
lete a
price list off of a customer |
|
Yes |
|
<=
/td>
|
|
Ant Returns |
10-Oct |
Allow an alte=
rnate
address for a call tag |
|
Yes |
|
<=
/td>
|
|
Invoices |
25-Jan |
Need
to adjust where address is printed on invoices to fit in window envelope<=
/td>
| |
|
|
<=
/td>
|
|
Letter=
Printing
- delete file left on C:\ |
28-Nov |
Related
to Data Security Task Forces |
|
|
|
2=
008 |
|
Data Security |
18-Mar |
Log
letter reprints. |
|
Yes |
|
2=
008 |
|
Data Security |
18-Mar |
Log
late note printing - prevent dumping to a file |
|
Yes |
|
2=
008 |
|
Invoices |
25-Jan |
Need
to adjust where address is printed on invoices to fit in window envelope<=
/td>
| |
|
|
2008 |
|
Stark =
Bothers
Import |
4-Mar |
Stark
Brothers imports - tally up checks and credit cards to present to user
| 10 |
3 |
2 |
2008
|
|
Credit Card Tab |
9-Aug |
Add
cedit card type indicator next to card number. |
5 |
2 |
2 |
2008
|
|
Merging customers |
3-Aug |
1.
There are some times when merging people within an account would be
beneficial to clean up. 2. Also - merging account. The same PID has had m=
ore
than one account created (user error) but it would be nice to fix. |
6 |
3 |
2 |
2008
|
|
=
Invoice in
Dispute |
24-Jan |
See
list for 3 things: Tracer - not HDIS Errors, Sort by heading, Don't requi=
re
comments if known resolution type. |
|
|
|
2008
|
|
Product change process |
1-Jul |
Be
able to use marketing addin process as part of the product change process=
for
medicaid/agency orders |
|
|
|
2008
|
|
Stark Bros Import |
9-Jun |
To
not show medicaid addresses as possible duplicate options. |
|
|
|
2008
|
|
Stark Bros Import |
30-Jul |
Indicate
the line within the import file containing the error. |
|
|
|
2008
|
|
Stark Import |
3-Oct |
Have
import scan for invalid cod=
es. |
6 |
|
|
2008
|
|
Reprint Log Report |
11/03.08 |
Reprnt
log Report for Letters & Late Noitices |
|
|
|
2008
|
|
SB
Payment Processing |
2-Mar |
Change
Stark Non-Credit Card Payment type from 1 to 16 |
|
Yes |
|
2009
|
|
=
Invoice in
Dispute |
24-Jan |
List
allows you to go to customer accounts but then when you go back you've lo=
st
your place. |
|
|
|
2009
|
|
Order entry |
1-Jul |
Limit
the $ amount that a coupon can entered for; or at least don't let an orde=
r go
through that has a higher coupon amount than product amount. |
|
|
|
2009
|
|
Timestamp Adjustments |
3-Aug |
Ability
to make changes to the timestamps if they mess up their start & stop
times. |
8 |
1 |
3 |
Rescinded by =
Anna |
|
Product Change Process |
5-Feb |
Add
gender to the product change process |
|
|
|
2009
|
|
Agency ex pnt list |
17-Sep |
Product
change process - agency ex pnt list |
8 |
|
|
Rescinded by =
Anna |
|
Product Change Process |
5-Feb |
Add
gender to the product change process |
|
|
|
2009
|
|
Payment processing |
26-Feb |
Send
an email when a check is removed from a payment batch when an order is
canceled. |
|
|
|
2009
|
|
Product change process |
3-Sep |
Ability
to view history as it relates to a particular product |
8 |
|
|
2009
|
|
Cancel Order w/Prepay |
26-Feb |
Any
Rep may cancel an order. If the order has a prepay (by check or similar) =
on
it, and that prepay has not been used, the system asks the rep if they ha=
ve
the check in their possession. If so, it merely destroys the record of the
check. How ever, reps answer "yes" to that question when in fac=
t,
they do not have the check, leading to significant accounting problems wi=
th
the bank deposit. |
8 |
Yes |
4.5 |
2009
|
|
Bank Deposits |
31-Aug |
Part
I. Add a check box to payment batch screen. Batches should show after
finalizing until box is checked meaning we have it & it Is going to t=
he
bank - only applicable for physical deposits. Part II. A report should pr=
int
with all of the batches checked for the day to take to the bank. We will =
use
this to make sure we have a bank receipt for every batch on the list so n=
one
are lost - only physical deposits. |
8 |
Yes |
TBD |
2009
|
|
Stark Imports |
1-Sep |
When
the pop up was added to help us not run Stark on Medicaid Accounts it does
any "non-self pay" account including names. Names don't need to=
pop
up so the request is for it to be removed from "names" |
6 |
Yes |
TBD |
2009
|
|
Product Changes |
1-Sep |
User
functionality was added to the build screen - the sample screen should ha=
ve
the same functionality. |
6 |
Yes |
TBD |
2009
|
|
Product changes |
4-Sep |
Have
the screen where samples are added at have the same functionality /
friendliness as the sku screen. |
6 |
Yes |
TBD |
2009
|
|
|
|
|
|
|
|
|
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|
Diabetes |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priorit=
y 10-1 |
Sheet |
IT Est=
imate |
Estimat=
ed Start
Date |
IT Re=
source for
estimate & Comments |
|
Fax Re=
ceipts |
10/10/09 |
PC & Fax Line |
1 |
No |
1 |
|
|
|
Outbou=
nd Faxing |
10/10/09 |
Prescription
Faxing (NON-IT waiting on Doug) |
1 |
No |
0 |
|
|
|
Elgibi=
lity
Checking |
10/10/09 |
Elgibility |
1 |
No |
0 |
|
|
|
Billin=
g / claims
processing |
10/10/09 |
Use
PCACE Pro and Hyerterminal, network configuration, paper bill insurance
cmpanies |
1 |
No |
4 |
|
|
|
Order =
Processing |
10/10/09 |
Completion
of Kerry's short list for running Diabetic Orders |
1 |
No |
10 |
|
|
|
Billin=
g &
PDP Execution |
10/10/09 |
Date
of Service |
1 |
No |
236 |
|
|
|
Claims
Processing |
10/10/09 |
Delivery
Confirmation Import |
2 |
No |
TBD |
|
|
|
Custom=
er
Maintenance |
10/10/09 |
Customer
Demographics - Opt-in or out for Diabetic (example), separate out social,
medicare, & medicaid #s, mask numbers appropriately |
2 |
No |
60 |
|
|
|
RX Mai=
ntenance |
10/10/09 |
Additional
demographics for RX, doctor to prescription, testing times per day, insul=
in
use |
2 |
No |
100 |
|
|
|
Insura=
nce &
Agency |
10/10/09 |
Additional
demographics, plan, person specific data,primary, secondary, teritiary,
deductible, co-pays and spenddowns etc. |
2 |
No |
205 |
|
|
|
Insura=
nce &
Agency maintenance |
10/10/09 |
Exclusion
list - needs base insurance and agenct enhancements completed 1st. |
2 |
No |
5 |
|
|
|
Claims
Processing |
10/10/09 |
HCFA
printing changes - Dynamic modifiers & additonal physician
commentary |
2 |
No |
TBD |
|
|
|
Payment
processing |
10/10/09 |
Single
line (HCPC) payment processing & tracking - pending recommendation for
3rd party package. |
2 |
No |
250 |
|
Pending 3rd p=
arty
Software |
|
Fulfil=
lment
Picking |
10/10/09 |
Serial
# tracking |
3 |
No |
20 |
|
|
|
Physic=
ian
Maintenance |
10/10/09 |
NPI
Number search & verification |
3 |
No |
150 |
|
|
|
Elgibi=
lity
Checking |
10/10/09 |
Elgibility
EDI(270,271) |
3 |
No |
TBD |
|
Pending 3rd p=
arty
Software |
|
Payment
processing |
10/10/09 |
EDI
ERA payment / processing & tracking |
3 |
No |
TBD |
|
Pending 3rd p=
arty
Software |
|
Billin=
g / claims
processing |
10/10/09 |
EDI (837 - claim, 835 -=
claim
payment, |
3 |
No |
TBD |
|
Pending 3rd p=
arty
Software |
|
Financ=
ial
assistance program |
10/10/09 |
Discussion
between D-Team |
5 |
No |
TBD |
|
|
|
Aging =
report |
10/10/09 |
Need
to break out the Age Analysis based off of Agency so Diabetics can be
reported separately. |
3 |
No |
TBD |
|
|
|
Late N=
otices |
10/10/09 |
Need
to enhance the process to not send the user a late notice if the Agency
doesn't pay on time. |
1 |
No |
TBD |
|
|
|
|
|
|
|
|
|
|
|
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|
Medicaid & 3rd Par=
ty |
|
|
|
|
|
|
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priorit=
y 10-1 |
Sheet |
IT Estimate |
Estimat=
ed Start
Date |
IT Re=
source for
estimate & Comments |
|
Automa=
tion |
20-Aug |
Automated
letters/forms to queue to customers/doctors based on: (1) Welcome letter =
(may
be several versions that are Agency Specific for Medicaid and Third Party)
(2) Authorization expiration (queue version for doctor and customer at 90=
and
45 days, may be several versions, shouldn't queue 45 day if authorization
renewed) (3) Others not yet defined |
10 |
No |
TBD |
|
|
|
Reprin=
ting
Claims |
20-Aug |
Need
to be able to reprint batches of claims based on order date, agency, HCPC=
s,
balance, Medicare status, insurance status, etc. and select the printout =
type
and number of copies |
9 |
No |
TBD |
|
|
|
Screen=
Prompts |
20-Aug |
Screen
prompts for: (1) Missing Medicaid number, diagnosis, doctor, doctor fax
number, prescription with valid dates, birthdate (2) Expired authorizatio=
ns
(anything in the tab) |
9 |
No |
TBD |
|
|
|
Medica=
id Manual |
20-Aug |
Medicaid
manual in HALO, accessible from within an account or from the menu |
7 |
No |
TBD |
|
|
|
3rd Pa=
rty
Collections |
20-Aug |
Need
some type of automated “late notice” system for Third Party
accounts |
7 |
No |
TBD |
|
|
|
Doctor=
Info |
20-Aug |
Should
be able enter/edit doctor info from within the customer account (currently
have to set it up under a menu option then select the doctor from within =
an
account) |
7 |
No |
TBD |
|
|
|
Follow=
-up Report |
20-Aug |
List
to print/export with customers that have a recent letter/form contact wit=
hout
a corresponding receipt logged for the specified authorization; will need=
to
tie outgoing contact codes to the different types of authorizations |
7 |
No |
TBD |
|
|
|
Price =
Lists |
20-Aug |
Should
be able to enter HCPC info when entering SKU info into price list/special
price (these are separately maintained functions now) |
6 |
No |
TBD |
|
|
|
PCP Pr=
ocess |
20-Aug |
Exported
lists should include Agency name and casworker if applicable |
6 |
No |
TBD |
|
|
|
Price =
Lists |
20-Aug |
Need
to be print/export a version of the price list that can be sent to
agencies/customers |
6 |
No |
TBD |
|
|
|
Product
Exception Process |
20-Aug |
Want
the form for requesting a product that is off formulary to be in HALO, sh=
ould
calculate margin based on reimbursement rates in the Medicaid Manual, and
then once approved, the system should make the entry in Cust_Special_Pric=
e |
6 |
No |
TBD |
|
|
|
Price =
Lists |
20-Aug |
Want
price list to calculate price based on per unit reimbursement rates enter=
ed
as part of Medicaid Manual; All price lists/special prices should show ma=
rgin
and warn and/or prevent prices below acceptable levels |
6 |
No |
TBD |
|
|
|
Discou=
nt
Request/Post |
20-Aug |
Biller
should be able to request a discount be applied to a specific invoice; sh=
ould
specify amount and reason; authorized person should be able to approve and
post; report listing requests with reason, amounts, status, date of
compeltion (something exists now, but not sure to what extent); Need to be
able to post payment discounts at the line level and have that link saved=
. |
5 |
No |
TBD |
|
|
|
Write-=
off
Request/Post |
20-Aug |
Biller
should be able to request a write-off be applied to a specific invoice;
should specify amount and reason; authorized person should be able to app=
rove
and post; report listing requests with reason, amounts, status, date of
compeltion |
5 |
No |
TBD |
|
|
|
Tasks<=
/td>
| 20-Aug |
Ability
to edit and copy tasks |
4 |
No |
TBD |
|
|
|
Medica=
re /
Insurance Agency Set-up |
20-Aug |
Can
currently create multiple Medicare or Insurance Agencies and corresponding
HCPC list, but can't specify them at the State level; Need this ability
| 4 |
No |
TBD |
|
|
|
PDP Sc=
hedule |
20-Aug |
Ability
to skip a delivery in a PDP schedule without putting it on hold. |
4 |
No |
TBD |
|
|
|
Intake=
Form |
20-Aug |
All
data entered on the intake form should be stored in the database |
5 |
No |
TBD |
|
|
|
Bill T=
o Option |
20-Aug |
Bill
caseworker, not agency to whom the customer is tied |
4 |
No |
TBD |
|
|
|
List T=
ool |
20-Aug |
Add
other list pull options such as Medicaid # and Birthdate; need to underst=
and
who is responsible for Medicaid/Third party Mailing lists |
5 |
No |
TBD |
|
|
|
PDP Da=
te on
Invoice |
20-Aug |
Have
option to specify next delivery date versus next shipping date on invoice=
|
4 |
No |
TBD |
|
|
|
Deferr=
ed Orders |
20-Aug |
Deferred
orders should ship the same day they run, not the day after like PDPs |
5 |
No |
TBD |
|
|
|
Third =
Party
Aging |
20-Aug |
Need
an option to categorize 3 rd Party agencies in the Agency Maintenance and
then need to be able to run the aging/open invoice list based on these
categories |
4 |
No |
TBD |
|
|
|
Mailin=
g Labels |
20-Aug |
Print
mailing labels for caseworkers, doctors, agencies, insurance agencies, et=
c.
(I think this can be done for some now, but not at the agency level) |
3 |
No |
TBD |
|
|
|
3rd Pa=
rty
Collections |
20-Aug |
Need
the open invoice list formatted to be printed/exported to agencies (agency
name and address info, HDIS name and address info, etc.) |
6 |
No |
TBD |
|
|
|
Class
Designation |
20-Aug |
Make
the class designation more visible/distinct for the different class codes=
|
6 |
No |
TBD |
|
|
|
Cust H=
istory |
20-Aug |
View
customer history data without printing it |
7 |
No |
TBD |
|
|
|
HCPCs<=
/td>
| 20-Aug |
Have
HCPCs print on Third Party Billing if necessary |
7 |
No |
TBD |
|
|
|
Medica=
re Number |
20-Aug |
Should
have a separate field for SSN versus Medicare number |
7 |
No |
TBD |
|
|
|
Notes<=
/td>
| 20-Aug |
Ability
for manager to delete notes entered on accident |
5 |
No |
TBD |
|
|
|
P&=
L |
20-Aug |
Want
reporting of my profitability by agency (Medicaid or Third Party) with le=
dger
information |
6 |
No |
TBD |
|
|
|
Price =
Lists |
20-Aug |
Would
like to be able to add a SKU to multiple price lists from one function
| 6 |
No |
TBD |
|
|
|
Price =
Lists |
20-Aug |
Want
reports showing items on price lists/special price lists, margin, unit pr=
ice,
unit cost, etc. |
6 |
No |
TBD |
|
|
|
Tasks<=
/td>
| 20-Aug |
Want
some type of reporting on tasks, completed, pending, type, etc. |
5 |
No |
TBD |
|
|
|
=
|
20-Aug |
Need
to be able to do discounts from deposit screen. Ex. Invoice for $100, che=
ck
for $99.50 - we want to be able to discount that without posting and then
having to go back into account to discount the $0.50. |
2 |
No |
TBD |
|
|
|
=
|
20-Aug |
Have
all fields requiring a date to be set up as xx/xx/xx (tasks, DOB, starting
date & ending date for authorizations, etc) |
2 |
No |
TBD |
|
|
|
=
|
20-Aug |
Check
into UPS automatically emailing caseworkers when clients' orders have been
delivered. For caseworkers =
to
have this information might be very helpful |
2 |
No |
TBD |
|
|
|
Report=
|
23-Oct |
New
Invoice report created for a new agency. Report is similar to the W. FL.
Council on Aging. |
|
Yes |
TBD |
|
|
|
Custom=
er
Maintenance |
15-Jan |
Display
the rep name that added the lead in place of Halo System. |
|
Yes |
TBD |
|
|
|
Letter=
Printing |
8-Feb |
See
sheet |
|
Yes |
TBD |
|
|
|
Price =
Lists |
27-Feb |
Pull
down Price List screen for Agencies w/o having to go into an account |
|
Yes |
TBD |
|
|
|
Letter=
s |
22-May |
Add
a letter in Halo to queue for TX nutritionals requiring PA |
|
Yes |
TBD |
|
|
|
Cust_L=
_Contact |
8-Jan |
HALO
Should allow the same contact code to be logged multiple times on the same
day when the contact type =3D Maintenance/Accounting. |
6 |
|
TBD |
|
|
|
Insura=
nce Tab |
10-Feb |
A
history button needs to be added to the insurance tab |
|
Yes |
TBD |
|
|
|
Claims=
Printing |
10-Feb |
If
a customer has inactive insurance have the (-I) not print on the claims.<=
/td>
| 5 |
Yes |
TBD |
|
|
|
Order =
Rule |
11-Mar |
Orde
Rule HCPC sets needs ot be increased from 5 to at least 8. |
5 |
Yes |
TBD |
|
|
|
Medica=
l Tab |
11-Mar |
On
the m edical tab in the prescription box when a prescription has been
terminated and the expiration date is valid, we should be able to just
restart it without re-entering the prescription. |
5 |
Yes |
TBD |
|
|
|
Order =
Entry |
17-Apr |
Bring
up a product list based off of a formulary when entering a HCPC instead of
the text box. |
5 |
Yes |
TBD |
|
|
|
HCPC M=
aintenance |
14-Jul |
When
in a medicaid Agency HCPC table, we should have the ability to type in the
code in order to search for a produt on the list instead of scrolling down
the list. |
5 |
Yes |
TBD |
|
|
|
Cliams=
List |
14-Jul |
In
a state where the claims are divided - when a claim in the billing reps l=
ist
that has been paid and for some reason it becomes open again it should
reappear on the list of the prson it was paid on. |
5 |
Yes |
TBD |
|
|
|
Order =
entry
& Price list maintenance |
20-Oct |
Add
a new field to Pricelist Maintenance for exclusivity. Use the new field to
limit which customers the skus on the pricelist can be used on orders for=
. |
8 |
Yes |
22 |
|
|
|
Drop Ship |
20-Oct |
Modify
the drop ship process to generate and transmit a file that meets the x12 =
850
standard for Pos to Gulf South. |
9 |
Yes |
64 |
|
|
|
Letter=
printing |
20-Oct |
Generate
NH welcome letters |
9 |
Yes |
6 |
|
|
|
HCFA f=
or NH |
20-Oct |
Modify
the invoice generation routine to accept the date from the calling routine
and assign it as the invoice date. In PO maintenance, upon closing a drop
ship po for NH, prompt for the receipt date and update the PO. PO wil then pass the date throug=
h to
the invoice generation routine. The HCFA printing routine should use the
Invoice date for printing the HCFA instead of the order date. The automat=
ed
process will mimick the manual process. |
9 |
Yes |
8 |
|
|
|
|
|
|
|
|
|
|
|
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|
3rd Party |
Completed |
|
|
|
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
Estimate |
|
|
Ref Table |
11-Jan |
Add
option on How Obtained Phone/Email to be Caseworker |
|
Yes |
Already there=
|
|
|
Class |
12-Jan |
Make
the Class More Visible on the Customer's Account; Ex. Make Agency/Agency =
name
be in a bright color so that it is more visible to Care reps that it is an
Agency account |
|
Yes |
No |
|
|
Changing a PDP Schedule |
16-Feb |
If
a client needs to ksip a month on a Agency schedule delivery, have a way =
to
do that w/o putting the PDP on hold and rescheduling a task to restart af=
ter
the PDP runs |
|
|
No |
|
|
Manual Invoicing |
11-Apr |
Manual
invoice prints with only the Agency Name & Address. Need the manual
invoice to print w/both the client and agency name and address. |
|
Yes |
New |
|
|
Error Summary Report |
11-Apr |
Summary
report by error type - not department specific; no detail needed. |
|
Yes |
New |
|
|
Connect Tab |
21-Mar |
Caseworker
info would be ideal to show their phone/cell/pager/fax on the tab as a dr=
op
down. |
|
|
New |
Duplicate |
|
|
Mailing Labels |
20-Jan |
Ability
to print a mailing label on the agency level; Probably also need for
physician, states, caseworkers, etc |
|
Yes |
1 |
|
|
|
HCFAs |
15-Jan |
HCFAs
are printing with "Accepts Assignment" as Yes instead of No. All 3rd Party should be No. |
|
Yes |
1 |
|
|
|
West Florida Agency Billing Re=
port |
18-Jun |
Modify
report per specifications |
|
Yes |
|
|
|
|
Kipda - Sort by client |
26-Jun |
Kipda
Home Care - please update tohave print by client last name - alphabetical=
. |
|
Yes |
|
|
|
|
Caseworkers |
9-Jan |
Would
like for caseworker info to be able to be accessed from accounts. If in an account, would be good =
to see
caseworker address, fax #, etc. instead of having to exit account, go to
Caseworker info, then go back into account to finish what has to be done<=
/td>
| |
Yes |
4 |
|
|
|
Reports |
16-Feb |
Mary
to sit down with Neale |
|
|
|
Obsleeted |
|
|
Check Processing |
25-Apr |
I
would like a wa y for Correspondence to know when a check for either 3rd
Party Self Pay, resale, or agency account: A popup, similar to an urgent
note, would verify what account it is once the invoice number has been put
in. |
|
Yes |
New |
Part of older enhancement |
|
|
Expenditure Report |
16-Jan |
Expenditure
report for Council on Aging of West FL - add invoice # to the report (for
ease of processing payments) |
|
Yes |
2 |
Rescinded per Mary |
|
HCFA Medicare |
26-Jun |
Change
line 33b so that it prints as "1C 0677400001" |
|
Yes |
|
|
|
|
|
|
|
|
|
|
|
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|
Medicaid |
Co=
mpleted |
|
|
|
|
|
|
|
|
| |
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
Estimate |
Complete |
|
Insura=
nce Tab |
15-Aug |
Insurance
Company ID in the Add Insurance Company screen - would like this screen t=
o be
autonumber |
|
|
1 |
2007 |
|
Insura=
nce Tab |
|
To
be able to see insurance address, etc from account |
|
|
3 |
2007 |
|
Electr=
onic
Listing/Medicaid |
23-Aug |
For
electronic listing, need additional info on form to bill: Provider #, provider address, pl=
ace of
service, EIN |
|
|
|
2007 |
|
Electr=
onic
Billing Report |
29-Aug |
DVS#
from NYMED - put in PO Line & include on electronic list |
|
|
1 |
2007 |
|
Medica=
id Intake |
28-Dec |
Not
printing all information |
|
|
4 |
2007 |
|
Claim =
Printing |
7-Feb |
Print
the Medicare and Insurance Description on the Claim |
|
|
4 |
2007 |
|
Quick =
Processing
Screen |
7-Feb |
Add
Ability to Print the Posted
Invoices |
|
Yes |
3 |
2007 |
|
Physic=
ian
Information |
7-Feb |
To
be able to view Dr - phone, fax, address, medicaid provider #, etc from t=
he
account |
|
Yes |
3 |
2007 |
|
Claim =
Prining |
7-Feb |
Box
33 Issue - See Sheet |
|
Yes |
0 |
2007 |
|
Change=
s to HCFA
Form |
22-Mar |
Standard
form is changing - new field, NPI, needs to be added. |
|
Yes |
10 |
2007 |
|
Change=
s to
electonic billing report |
27-Apr |
Physician
NPI needs to be added to the Electronic Billing Printout. |
|
Yes |
|
2007 |
|
Medica=
re Claims |
14-May |
30-May |
Remove
"PIN" from HCFA form |
|
Yes |
|
2007 |
|
Insura=
nce &
Medicaid Claims |
14-May |
Description
is not printing on claims for nutritionals. |
|
Yes |
|
2007 |
|
Title =
19
alterations |
6-Jun |
Alterations
to Title 19 |
|
No |
|
2007 |
|
Intake=
Form |
1-Jun |
Add
NPI numbner to intake form |
|
Yes |
|
2007 |
|
Medica=
id Intake
Form |
11-Jun |
Add
underscores on Medicaid Instake form when data is missing. |
|
Yes |
|
2007 |
|
Aging =
Report |
7-Jun |
Be
able to run the aging report with the following options: Medicaid Only,
Medicaid & Insurance, Medicaid & Medicare, Medicaid & Insuran=
ce
& Medicare |
|
Yes |
TBD |
2007 |
|
HCFA F=
orm |
14-Aug |
Have
Line 33a (provider number) to be moved to 33b for the state of Arkansas on
the HCFA form also to have HDIS NPI# 1649383084 to be on line 33a. |
|
Yes |
Already
done |
2007 |
|
Price =
Lists |
20-Aug |
Upload
price lists from Excel or Text files |
|
No |
|
2007 |
|
Agency=
Billing |
10-Oct |
Allow
for a different NPI number in Agency maintenance and during the HCFA prin=
ting |
|
Yes |
|
2007 |
|
PDPs
| 20-Aug |
Need
the option to run PDPs at the end of the day |
|
No |
|
2007 |
|
HCFA
Nutritionals |
2-Oct |
Need
box 24g to calculate the correct quantities for nutritionals based on a
formula (see sheet) |
|
Yes |
|
2007 |
|
Custom=
er
Maintenance & Order Entry |
31-Dec |
Add
cc capability to agency. Make credit card Account & Person specific.<=
/td>
| |
Yes |
|
2008 |
|
CMS 15=
00 |
27-Sep |
New
Jersey wants !D in front of the Doctors Medicaid provider # in section 17=
A. |
|
Yes |
|
2008
|
|
Loggin=
g System |
20-Aug |
Need
a way to log the following: (1) Receipt of card copies (Medicaid, Insuran=
ce,
Medicare) (2) Delivery confirmation (3) Receipt of EOBs (4) Claims submit=
ted
(5) Claims status checked and disposition (6) Eligibility (7) Authorizati=
ons
(8) Confirmation number for claims filed; (9) DVS numbers for NY, need nu=
mber
and date and then tie to specific order; Need Yes/No, Rep and date for al=
l,
also need invoice number for 2, 3, 4 and 5, also need claim status for 5;
Need to be able to log from within an account or from a list that is queu=
ed |
|
Yes |
|
2008
|
|
HCFA 1=
500 |
8-Feb |
Nothing
to print in box 19 for Wisconsin customers |
|
|
|
2008
|
|
HCFA 1=
500 |
8-Feb |
Replace
the x with a D in Box 1 |
|
|
|
2008
|
|
Custom=
er
Maintenance |
7-Nov |
Agency
Credit Card shows on Agency and Self pay account for a personid. |
|
|
|
2008
|
|
PDP Li=
st |
20-Aug |
Weekly
PDP list |
7 |
2 |
3 |
2008
|
|
Hcfa f=
or WI |
12-Feb |
Print
a D in the Medicaid check box for a WIMed Medicaid HCFA |
|
|
|
2008
|
|
Hcfa f=
or WI |
12-Feb |
Leave
box 19 empty for WI Medicaid |
|
|
|
2008
|
|
Hcfa f=
or WI |
17-Apr |
Leave
Box 24C empty on Wisconsin HCFA form |
|
|
|
2008
|
|
PDP Li=
st |
20-Aug |
PDP
hold list |
|
|
|
2008
|
|
Author=
izations |
20-Aug |
All
authorization entries should be saved; changes and deletions should be vi=
ewed
in the same way as the PDP history |
|
|
|
2008
|
|
Order =
Entry |
20-Aug |
Order
entry (PDP and manual) should be prohibited based on the following for ea=
ch
Agency: (1) Age (2) Product=
type
alone or combined with age (3) Expired or missing Prior Authorization,
Prescription, Title XIX, Certificate of Medical Necessity (4) Spendown
dollars uesd (5) Counter on authorization used (6) Missing Medicaid number
and diagnosis code if class is Medicaid (7) Eligibility not flagged per r=
ules
(8) Delivery confirmation not received (9) Number and/or dollar amount of
open invoices; Report/file should generate with orders not run; Will need
place to enter the criteria per agency (probably Agency maintenance); Mos=
t of
this will apply to Third Party as well; If the authorization is filled ou=
t,
only have to worry about expiration, amount or counter, not if it missing;
Have 20 Medicaid Agencies |
|
|
|
2008
|
|
Hcfa f=
or
Insurance |
21-May |
Need
2 fields added to the Insurance Detail tab from within a customer account.
"Insured DOB" and "Insured Gender". They are Box 11a =
on
the HCFA. |
10 |
3 |
|
2008
|
|
Hcfa f=
or
Insurance |
21-May |
Box
7 needs to be populated with the same information as box 5 instead of the
word Same. |
10 |
3 |
|
2008
|
|
Medica=
re Number |
20-Aug |
Want
someone’s insurance/Medicare status saved at the invoice level to
better understand Aging by these factors |
5 |
3 |
2 |
2008
|
|
HCFA 1=
500 |
10-Dec |
Modifier
1D be placed in box 24I on the HCFA 1500 for the state of Maryland. |
5 |
3 |
2 |
2008
|
|
Letter=
s |
26-May |
If
you have the inactive address up when queueing a letter it will print and=
be
sent to the wrong address. |
5 |
3 |
2 |
2008
|
|
Payment
Processing |
20-Aug |
Need
ability to save a payment batch before it is finalized so that errors can=
be
checked or the batch can be finished; Under batch payment processing; Open
invoice report/list in HALO tied to the batch to run automatically after
batch is completed |
9-Jan |
3-Jan |
3 |
2008
|
|
Author=
ization |
9-Jan |
Expiration
Field work - end date - $$ |
|
Yes |
40 |
2008
|
|
Author=
izations |
12-Aug |
Remove
Authorization from rep's auth list when the authorization is renewed. |
|
|
|
2008
|
|
Counci=
l of Aging
W. Florida |
16-Oct |
Have
section that lists customers with OA3E funding |
|
Yes |
|
2008
|
|
Title =
XIX Form |
23-Oct |
Need
form updated for Faxpress and Halo Letter |
8 |
2 |
2 |
2008
|
|
HCFA
| 4-Dec |
Wisconsin
Medicaid Field 23 |
8 |
3 |
3 |
2008
|
|
HCFA
| 3-Dec |
Wisconsin
Medicaid Field 9 |
8 |
3 |
3 |
2008
|
|
Automa=
tion |
20-Aug |
Manually
queue letter/forms and then instead of printing the letters have an optio=
n to
fax (under the menu option of Correspondence>Letters>Print Queued
Letters) |
10 |
3 |
3 |
2008
|
|
Data Tables =
|
29-Jul |
Need
to save date assigned data for any customer - activity records (elgibilit=
y,
reactivation, authorizations) |
8 |
2 |
2 |
2008
|
|
Age An=
alysis |
8-Jan |
The
"Total Sales" column on the Age Analysis report should include =
all
sales for the time frame the credit balances are excluded. |
6 |
|
|
2009
|
|
Age An=
alysis |
8-Jan |
Need
to be able to run the Age Analysis by all the current options and by the
billing rep currently assigned to an invoice. |
6 |
|
|
2009
|
|
Prior
Authorizations |
1-Dec |
Change
prior authorization selection method for HCFA to keep from printing blank
ones when a prior auth has been replaced. |
|
|
|
2009
|
|
HCFA
| 13-Mar |
Field
19 needs to be blank for New Jersey, field 9 needs to say "See
Denial". |
7 |
|
|
2009
|
|
HCFA
| 13-Mar |
2-Dec |
For
invoices with run on dates to show accurately PDP note on invoices rather
than showing the next delivery date. |
6 |
2 |
|
2009
|
|
BCBS H=
CFA |
1-Apr |
Box
33B on the HCFA needs the Facet # 1B-166326 for BCBS customers in Texas
| 7 |
|
|
2009
|
|
New Ag=
e analysis
Report |
20-May |
Allow
for reporting so reps get their incentives. |
|
|
|
2009
|
|
Next PDP Date |
9-Jan |
Have
next PDP date on invoice be Next Delivery Date instead of Next Ship Date<=
/td>
| |
Yes |
1 |
2009
|
|
VA Medicaid HCFA |
7-Jul |
Check
"Yes" for VA insurance claims and Medicare claims. |
|
Yes |
2 |
2009
|
|
New Jersey Medicaid |
28-Jul |
Field
17A needs 1D in small box alone. |
|
Yes |
2 |
2009
|
|
Idaho Medicaid |
2-Sep |
Change
the format of the Health Insurance Claim form for Idaho. |
|
Yes |
6 |
2009
|
|
Wisconsin Medicaid |
28-Jul |
HCFA
field 24E needs to be moved over to the left, needs to be centered per cl=
aims
processor. |
|
Yes |
2 |
2009
|
|
Louisiana Medicaid |
20-Jul |
Field
9 needs to state "See Denial" and field 19 needs to be blank.
| |
Yes |
2 |
2009
|
|
|
|
|
|
|
|
|
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|
Fulfillment |
Rescinded |
|
|
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
Estimate |
|
|
Receiv=
ing Log
Summary Report |
29-Jun |
Should
include a column of PO#s |
|
|
Rescinded
by Dewayne |
|
|
PO Rec=
eipt Recap
Report |
23-Oct |
Add
column displaying status of SKU |
|
|
Will
use Batch status report. |
|
|
Returns |
|
Ability to
reconfigure the warehouse portion of a return |
|
|
Superceded
by Inventory Control Returns process |
|
|
Fulfillment |
|
Capability
for Future Ship |
|
|
Rescinded
by Dewayne - already have capability |
|
|
=
|
|
Replenishment
move process |
|
|
Rescinded
by Dewayne |
|
|
=
|
|
Partial
move process - switch between full/partial from the scanner |
|
|
Rescinded
by Dewayne - already have capability |
|
|
=
|
|
Medicaid
non-reverse / Dual locations - selections |
|
|
Rescinded
by Dewayne |
|
|
=
|
|
Detail
add-on match @ line level |
|
|
Rescinded
by Dewayne |
|
|
=
|
|
Weight
check verification - change for smalls where you can have multiple varian=
ces.
Set threshold for flagging “Calculated over Actual Flag” much
lower, make scanner reweigh, and if it says the same thing have it email a
note to Purchasing as they probably have bad data in the inventory
table. |
|
|
Rescinded
by Dewayne |
|
|
=
|
|
Different
category of Barcode cheat sheets with different layouts |
|
|
Rescinded
by Dewane - they cut the sheet apart and tape the barcodes to workstations
anyway. |
|
|
Pick t=
o Ship |
|
Abilility
to Choose Quantity to Ship |
|
|
Rescinded
by Dewayne |
|
|
Run Ti=
me Error |
22-Feb |
Run
Time Error 6 - Overflow - when scanning a Fed Ex barcode |
|
|
Rescinded by Dewayne - Hasn't happened sin=
ce
January |
|
|
=
|
|
Conversion
- change sequence - source =
to
destination instead of all source and then all destination. - Command to
swtich between what you're doing. |
8 |
|
|
|
|
Return=
s |
6-Aug |
Cache
a return as it is being processed to prevent errors before user is comple=
ted.
Tell user where to place the return to stock items starting with the pref=
ered
location. |
8 |
2 |
Rescinded
by Stephanie. This will be replaced by anything coming from the Returns
initiative. |
|
|
Cancel=
Order |
22-Jun |
Return
cancelled product back to inventory automatically. |
5 |
1 |
Superceded
by a new enhancement |
|
|
Spor F=
ulfillment |
13-Jan |
See
sheet - setup spors as a smalls zone |
|
|
Configued
in zone maintenance |
|
|
Smalls=
Picking |
10-Aug |
Allow
picker to use inventory discrepancy barcode to freeze a location for a cy=
cle
count. Email locations potentially picked to a designated group of people=
. |
7 |
|
Will
be superceded by automation or new picking process. |
|
|
Single=
s Picking
- Inv. Disc. |
10-Aug |
Reset
all license plates for that location and sku for reconstruction
reconsideration. |
7 |
2 |
Concerned
about letting regular users freeze locations. |
|
|
Fulfillment / Picking Process |
14-May |
Enhance
Halo to provide visibility to the production and routine of pickers to
provide better labor planning and trending. |
8 |
|
|
|
|
PDP Pl=
anned
Volume |
21-Jan |
Duplicate
the Halo planned volume report using the Thanksgiving and Christmas Holid=
ays
as a run on demand report |
|
|
|
|
|
Vendor=
Billing |
|
Force
user to remove batches during entry when the received quantity is 0. This=
is
to prevent the entries to the GL during the receiving process and Vendor
billing process. |
2 |
|
Superceded
by IC Vendor Billing. |
|
|
Receiv=
ing Log |
27-Sep |
When
receiving product in receiving log we are not able to correct a keying
error. Halo forces you to g=
o to
PO maintenance - allow us to correct error in Receiving Log screen |
2 |
|
Will
be superceded through Receiving design work. |
|
|
Receiv=
ing
Process |
13-Jan |
Redesign
the process to allow Purchasing to order at vendor order expectations but
upon Fulfillment Center Receiving convert to Mortgage Sku for inventory.<=
/td>
| 7 |
|
Not
an enhancement as of yet. More research and work needs to be done to
transform into enhancements. |
|
|
Fulfil=
lment
Redesign |
13-Jan |
Review
all processes from receiving to final out the door. |
7 |
|
Not
an enhancement as of yet. More research and work needs to be done to
transform into enhancements. |
|
|
|
|
|
|
|
|
|
------=_NextPart_01CA563B.F6DBF570
Content-Location: file:///C:/EC094676/Enhancements_1026_files/sheet015.htm
Content-Transfer-Encoding: quoted-printable
Content-Type: text/html; charset="us-ascii"
|
Fulfillment |
Completed |
|
|
|
|
|
|
|
|
|
Process Name |
Date Submitted |
Detai=
l |
Priority |
Sheet |
Estimate |
Complete |
|
Labels |
|
Catalog and S=
ample
Labels are ugly |
|
|
|
2007 |
|
Fulfillment |
|
Capability
for Future Ship |
|
|
|
2007 |
|
=
|
|
Auto
convert from QC to smalls |
|
16 |
|
2007 |
|
=
|
|
Doubles
- Controls on the autoconvert. |
|
Included
in above section |
|
2007 |
|
=
|
|
Addon
Sheet |
|
|
|
2007 |
|
=
|
|
Assign
who picked |
|
2 |
|
2007 |
|
=
|
|
Pick
by batch capability so singles would need 3 scans for 25 boxes not 75 |
|
TBD
after everything is worked out |
|
2007 |
|
=
|
|
"Check
for Invoice" message could stay on longer and have background of yel=
low.
Add sound for when invoice prints. |
|
2 |
|
2007 |
|
=
|
|
Ability
to Reprint License Plates for Smalls |
|
4 |
|
2007 |
|
Recons=
truction |
22-Feb |
General
issues with inventory level calculations (check_stock, check_stock_physic=
al) |
|
TBD |
Kerry |
2007 |
|
Recons=
truction |
22-Feb |
Purgatory
vs Backorder (check_stock) |
|
TBD |
Kerry |
2007 |
|
Wareho=
use Error
Report |
10-May |
Add
picker/shipper ids to report for each order |
|
|
Kerry |
2007 |
|
Backor=
der/Purgatory |
16-Oct |
Took
a single and half case to backorder, then ran orders against the single c=
ase
code. The orders were put i=
nto
purgatory and did not show up on the backorder report. There were 35 bags on hand but H=
alo
does not allow you to convert up - once the bags were taken out of stock,
they were taken out of purgatory and put in backorder status |
|
|
|
2007 |
|
Recons=
truction |
22-Feb |
Allocation
issues (Includes negative allocation) - reconstruction issues slotting
product to be picked when we don't have stock and wrong product being
allocated. Still occurs dai=
ly,
but not as many skus/locations are affected each day. Trying to determine if issue is =
in
reconstruction, front end code, or both.=
Manually fixing these values each morning. (recon/front end) |
|
TBD |
Kerry |
2007 |
|
Single=
s picking |
16-May |
Add
Sku code to Barcoded Section of label. |
|
3 |
|
2007 |
|
Wareho=
use Error
Report |
18-May |
Add
smalls indicator to the warehouse PDP report |
|
|
|
2007 |
|
Single=
s picking |
16-May |
Add
Sku code to Barcoded Section of label. |
|
3 |
|
2007 |
|
PDP Su=
mmary
Report |
19-Jun |
Add
a summary section to the Warehouse PDP Report that shows PDP lines and sk=
us
by run on date. |
|
|
|
2007 |
|
Fulfil=
lment
Order Inquiry |
18-May |
Inquiry
screen to display picking/shipping details for each order entered. More to
come. |
|
TBD |
Kerry |
2007 |
|
Fulfil=
lment
replenishment |
17-May |
Add
buttons to purgatory screen to select different areas to see |
|
TBD |
Kerry |
2007 |
|
Boxes =
shipped by
zone report |
1-Jun |
Report
that shows boxes shipped out by warehouse zone and then summarized by zone
type (ie - cases, smalls, doubles, etc.) |
|
|
Kerry |
2007 |
|
Shipme=
nt
Projection Report |
17-May |
Report
showing the upcoming shipment numbers by day - total cases - singles,
doubles, smalls, but not assembly |
|
8 |
Kerry |
2007 |
|
New AB=
C type
report |
15-May |
Report
showing the breakdown for the types of orders shipped with date parameters
(smalls, singles, doubles,assembly) |
|
6 |
Kerry |
2007 |
|
Pickin=
g screen
refresh taking too slow |
20-Sep |
Speed
up screens |
|
|
Roger |
2007 |
|
Conver=
sion
Printout |
17-May |
Conversion
print out - don't suggest overstock area - use picking location. |
8 |
2 |
3 |
2007 |
|
Picking
selection |
39385 |
Only
allow expedited orders to show up when the expedited option is selected.
Don't show them with any other option. |
|
|
|
2007 |
|
Assemb=
ly |
6-Aug |
Some
sort of batch picking for catalog requests. |
7 |
|
24 |
2007 |
|
Move T=
icket |
30-Oct |
Don't
allow move tickets for frozen locations |
8 |
|
|
2007 |
|
Maerial
Conversion |
30-Oct |
Don't
allow move tickets for frozen locations |
8 |
|
|
2007 |
|
Kit Co=
nstruction |
30-Oct |
Don't
allow move tickets for frozen locations |
8 |
|
|
2007 |
|
Sku Qu=
ery |
22-May |
List
Sku Description and qty. of UOM in Sku Query window |
4 |
Yes |
|
2007 |
|
=
|
06/28
- Dup |
Smalls
Pick screen - Summary on screen |
|
|
|
2007 |
|
=
|
06/28
- Dup |
Smalls
Pick list - summary on grocery list |
|
|
|
2007 |
|
Smalls=
Packing |
26-Jul |
When
an order is cancelled in "Smalls", print out some sort of
list/notification of what can be returned to stock. |
|
|
|
2008 |
|
Nonmed=
icaid pick
to label |
10-Dec |
|
|
|
|
2008 |
|
Fill R=
ate Report |
2-Oct |
Different
version of the fillrate report. Base on # of packages for each order. Have
the "Cut Off" for making service 7:30 am(anything shipped after
7:30 is considered not making service). |
|
|
|
2008 |
|
Carrie=
r Close
Out |
22-Feb |
Can't
go back to view/reprint gold |
2 |
1 |
2 |
2008
|
|
Wareho=
use/Purgatory |
22-May |
Ship
selection to show on purgatory screen. See example on sheet |
9 |
3 |
3 |
2008
|
|
Conver=
sions |
12-Jul |
Ability
to complete a mulitple material conversion while skipping items selected =
due
to stock issues. |
8 |
2 |
3 |
2008
|
|
Carrie=
r Close
Out |
18-Mar |
Change
the way carrier close out works so the EDI files don't sit on the network=
. |
|
|
|
2008
|
|
Employ=
ee
Activity Report |
6-Aug |
Add
# of kits built. |
6 |
1 |
1 |
2008
|
|
=
|
|
22-May |
List
Sku Description and qty. of UOM in Sku Query window |
|
|
|
2008
|
|
Reset/=
Reprint
Label |
13-Sep |
Print
SKU code on license plate for singles and doubles. |
|
|
|
2008
|
|
Timest=
amp
Processing |
18-Jun |
Add
Move Tickets and Conversions to Employee Timestamps |
2 |
1 |
|
2008
|
|
Receiv=
ing
Process |
7-Mar |
After
an item is received in the Purchase Order Receipt screen, the cursor retu=
rns
to the top of the page - it should stay on the last line received.
When receiving a PO with several lines, cursor returns to 1st line and
forces you to scroll down - cursor should default to next line that hasn't
been received yet |
5 |
1 |
|
2008
|
|
Singles Picking |
4-Aug |
Additional
selection criteria to the singles pick screen. See sheet for details |
9 |
2 |
3 |
2008
|
|
Recons=
truction |
22-Feb |