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8. Outline of On-the-Job Training Plan and Method of Assessment: <br />ELEMENTS OF TRAINING HOURS OF TRAINING <br />1. Timely and effective communication with customers. 200 <br />• Call all new leads within two minutes. <br />• Transfer leads to Care Specialist within two minutes. <br />• Check all message and emails in a timely manner. <br />• Contact leads and follow -up two to three times per day. <br />• Log calls and document call in Salesforce /Alliance. <br />• Make daily calls to Medicare patients to confirm shipment of supplies. <br />• Log notes in Brightree after confirming shipment with patient. <br />• Follow Benefit Check Approval (BCA) <br />• Call and email patients. Document in Salesforce /Alliance. <br />• Update BCA log. <br />• Document complaints in complaint log. <br />Measurement Method: Q 8c A, task observation and inspection. Goal is to achieve rate <br />of proficiency within first Month and a half of training. <br />2. Timely completion of documents <br />• Completes paperwork accurately and other information in proper logs. 200 <br />• Answers questions, troubleshoot problems patients may have. <br />• Maintain patient privacy and confidentiality at all times. <br />• Report and document patient complaints and report to supervisor. <br />• Communicate effectively and professionally with patients and staff. <br />• Report any safety issues in the workplace. <br />• Perform all other assigned tasks as requested by supervisor <br />Measurement Method: Q &c A, task observation and inspection. Goal is to achieve rate <br />of proficiency within subsequent three and a half months. <br />3. Accuracy and documentation of financial information 2. Timely <br /> <br />effective communication with Chief Financial Officer 3.Safety and 200 <br />security of information. <br />• Review accounts receivable weekly. <br />• Review and complete payroll twice per month. <br />• Attend accounts receivable meeting weekly. <br />• Post EOB's to Brightree. <br />Measurement Method: Q 8c A task observation and inspection. Goal is to achieve rate of <br />pro£ciency within subsequent three and a half months. <br />4 . Accounts Payable other responsibilities as assigned. <br />• Complete accounts payable weekly. 94' <br />• Make new employee packets. <br />• Keep HR files updated with employee information. <br />• Remind managers of performance evaluation timeline. <br />Measurement Method: Q 8c A task observation and inspection. Goal is to achieve rate of <br />proficiency within subsequent three and a half months. <br />RATING LEVELS: <br />Measurement method: how will it be determined if OJT participant acquired the skill? QBcA, observation, product review/inspection, <br />etc.