Spa Department New Hire Transition Plan Introduce the SPA process Outlines SPA procedures Demonstrate the flexible needs of

the SPA specialist

Spa Files Processing

Monday Log in T& B Systems Obtain Passwords Set up Work Stations Read & Go Over Spa Policies & procedures Introduce Daily Spa Check List & Transition Plan Handout

Tuesday Incorporate Daily Check List Introduce Spa Excel File Format Introduce Loading of Spa Claims Introduce TOPS S&D Menu Introduce Master Contact List (Deducting & Non Deduction Customers)

Wednesday Daily Check List Incorporate Spa Excel Format Incorporate Loading Claims Introduce Resolving : Pricing & Quotes Tops Menu Introduce RQM’s, National Quote Rep’s, Sales Territories

Thursday Daily Check List Spa Excel Formatting & Upload Claims Resolve Claims Introduce Disallows and Bill Back Advice Introduce 180 days Policy, Billing Only, Additional Credits

Friday Daily Check List Load Claims Resolve Claims Incorporate Disallows or Bill Back Advice

Introduction of the Spa Processing, Files, and Procedures- Week 1

Spa Files Processing

Monday Daily Checklist Load Claims Resolve Claims Introduce GetpPaid and Short Paid Invoices Introduced GetPaid and Deductions

Tuesday Daily Checklist Load Claims Resolve Claims Incorporate Short Paid invoices Incorporate Getpaid and Deductions

Wednesday Daily Check List Load Claims Resolve Claims GetPaid: Short-paid invoices and Deductions Introduce Oracle: Identify and Offsets

Thursday Daily Check List Load Claims Resolve Claims GetPaid: Short-paid invoices and Deductions Incorporate Oracle and Offsets

Friday Daily Check List Load Claims Resolve Claims GetPaid: Short-paid invoices and Deductions Oracle Offsets Introduce to Credit and Cash Counter Partners

Week 2- Continue Learning of the Spa Process, Introduce RQM, DSM, GetPaid, Oracle process

Daily Check List

The purpose of the Daily Check List is to incorporate daily functions that will help maintain a consistence workflow▪ Open Daily: Open Excel Report, Pending

Report, Master Contact Log, and Log Book (located on desk)

Do’s & Don’t’s

• Do follow your daily check list• Do verify that files are

consistent with T&B format• Do follow up on all format

load files sent to the server.• Do request all missing files

prior to month end.• Do close all deduction before

month end.• Do ask questions- open door

policy on learning.

• Don‘t forget- to log all files on Open Excel, Manual log book

• Don't forget- claims process policy, EDI 48 hours and Manual 7 days

• Don‘t forget- advise management of any delay beyond control with claims.

• Don't advise- customer of internal policies

• Don't leave- without closing all deductions at M.E. (month end).