New Patient Interest Flow

Initial Inquiry Email Received

Alicia Receives Email upon new submission.

Click “More Actions” in the email to go to the inbox.

  • Review patient submitted information for any possible issues
  • Review PMP
    • Open date range to 3 years
    • Multiple prescribers?
    • Multiple scheduled medications? (Opioids, stimulants, others)

    Enter any pertinent comments in the comments field.

    If no issues with patient information and no issues with PMP history, click “REVIEWED – SEND FOR APPROVAL”

    If there are issues and we will not be taking the patient, click “REFER OUT”.

Dr. Herring Approval Flow

Dr. Herring will receive two emails if Alicia sends for further approval.

INITIAL EMAIL

Subject: Secondary Review Dr. Herring

Email body:

Sending patient to you for approval. See comments for any concerns.

  1. PMP Reviewed
  2. Patient submitted info reviewed

Comments: {Comments from comments section}

SECOND EMAIL

You will then receive a second email with a link to the inbox where you can act on the submission by clicking “More Actions”.

Once in the inbox, you may select from several options:


Published: Jul 26, 2021 by Scott Fisher | Updated Nov 19, 2025 @15:38 by Scott Fisher
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