SelectQuote

Srx Enrollment Facility Distribution Change Requests

SRx Patient Communication Form Template (Yellow Sheet)

Feature Flag Disable/Update Requests

Information on how to add/remove users to Parallel OPS Groups to enforce a daily cap of how many OPS can be pulled

Managing Parallel OPS Groups/Agents

As App Support onboards new users into the CRM, we follow the below Role/Skill Group combination as a default setup:

SelectRx - Default Role Setup

CRM/Pioneer Birthday Mis-match

Data Entry setup per Facility

Clinical Pharmacist setup per Facility

Adherence User Setup Guide

DME Chaser User Setup Guide

Srx Division General Guides

Reassign Accounts from one user to another (Supervisor Dashboard)

View accounts assigned to specific user (Supervisor Dashboard)

SRx Supervisor Dashboard Manual

How To Documents

ServiceDesk Portal

UKGPro

The SQuare

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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