Page 213 - Business Development Orientation Binder

WORLDVIEW

Fax Coordinator/Central Intake Associate
6.22.18

Document Types and Attachment Types

Scenario Salesforce Case Type Current Salesforce Worldview World View
Case Type Detail Document Type Attachment Type

New Referral Referral/ROC Referral MR – Referral Initial Referral

Additional Fax Single Fax (Attached MR – Episodes Additional Referral
Information to another SF Case) Document
Other

Onsite Assessment N/A N/A MR – Episodes BD Onsite Assessment

Face to Face Fax Face to Face MR – F2F Additional Referral
document Document

Managed Care Fax Single Fax (Attached MR – Episodes Managed Care Payer
Information to another SF Case) Letter of Agreement

3c) Document Cleanup:
 Do this before indexing.

 Use the Move buttons to re‐order pages.
 Use the Remove buttons to delete pages.

 Use the Rotate buttons rotate document
page(s) that are scanned incorrectly, i.e.,

page is upside down, etc.