Advanced Rx lookup
When adding an individuals drugs, MedicarePRO knows exactly what your looking for by only entering in a few letters. Don't bother asking the drug name to be spelled out or reading small print on an Rx bottle. When you talk to that client next year you already know what drugs they are taking and you can add or eliminate them as needed. Use the DLID section to store their Drug List Id and date-password for easy reference at medicare.gov.
If your on the phone with a prospect or client and you set an appointment, its easy to add the appointment details in the notes section then just select which calendar you use and the event will be added for you. Easy documentation that integrated with the things you use most.
In business, and especially with Medicare, staying compliant and documenting client interaction is extremely important. We make it easy to document important disclosures and statements that keep you compliant. Select what disclosure you would like to store for this particular client or prospect based on your interaction. The statement then gets timestamped and stored forever. We got your back!
From the Documents page you can search for the plan documents you want to view. Filter by company name, plan name, or year. View documents for yourself or email them to a client or prospect. MedicarePRO makes sure you always have everything you need, in one centralized location, to operate your business with extreme efficiency.
Client Document Storage
Make sure you have yourself a digital backup of all the important documents associated with your clients and prospects. Docs like scope of appointment forms and application can easily be uploaded to each client page. Viewing them for reference is easy just by clicking on the file. This is the best way to keep everything organized and compliant.
Once July comes around, MedicarePRO will load up your Certifications section on your dashboard with all the companies you have active plans with. Keep track of the companies you have rectified with and the ones you haven't. Its a nice way to stay on of it.
Medicare is time sensitive and with so much competition you have to make sure you on top of your game when it comes to follow up and enrollment windows. The alerts function is the ideal way to make sure you never miss an important event. Create a note and set the date you want to be alerted. When that day comes around you will get a text message with all the pertinent note details so you can act fast on what it is you need to do.
When you make a sale, or want to document a prospects current plan, easily add the plan information right on their page. MedicarePRO uses the clients state and county to return you plan options that are only relevant to that criteria. This ensures that your actually selecting the correct plan with the correct medicare plan number. Then when that plan is being pulled from market or benefits are being depreciated, you can do a search for that plan and get all your results.
Just like keeping track of client's prescriptions is important for plan placement, so is keeping track of their providers. Store the physicians your client see by adding their name, selecting their specialty, and level of importance. When you speak to or see them next year you already know who they see and can change or add providers as needed. Makes you look like a real MedicarePRO!
MedicarePRO | CRM® is designed, developed, and operated by Launch Technology, LLC based in Mesa, Arizona.
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