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Agent Instructions

Customer Scenario Management

Utilize this category to see how to manage specific customer scenarios.
Denied Claims
Requesting LMN Changes
As our volume of LMN changes increases, it is critical for us to effectively communicate the requested change to the provider team. DX change requests...
Managing Backdate Requests
At some points, a customer will email us asking for a letter of medical necessity to be backdated. Generally, this request is made due to a purchase o...
Troubleshooting Prescription/Doctor Note Requests
This document has been created to help provide troubleshooting ideas for when an administrator requests a prescription. In some cases, the letter of m...
Survey/Payment Issues
Assessing Reasoning for Customer Ineligible Notice
A customer may email us saying they received an ineligible notice when attempting to complete their purchase or qualification survey. We can utilize t...