a) If Yes, run ridership report and look at service usage and assess the type of service required. If a functional assessment is required, perform the assessment. If the recertification is denied, enter the date and reason for denial. Prepare the denial letter with appeal rights and form information and mail to customer. Close the case in CRM. b) If No, approve the application or perform the functional assessment if necessary. If the application for certification is denied, enter the date and reason for denial. Prepare the denial letter with appeal rights and form information and mail to customer. Close the case in CRM. 3.0 Functional Assessment and Notification to Customer 3.1 Functional Assessment 1. Schedule functional assessment. Set up a day and time for assessment. Provide applicant with date and time. 2. Customer arrives. Interview and observe customer for overall assessment. Take picture of customer and load into computer. 3. Customer certified? a) If Yes, enter the assessment data and date of approval into CRM and generate the approval letter. Print the approval letter and the user id with picture. (batch printed). Place id, instructions, and policy information materials in envelope and mail to customer. Close case.
a) If Yes, run ridership report and look at service usage and assess the type of service required. If a functional assessment is required, perform the assessment. If the recertification is denied, enter the date and reason for denial. Prepare the denial letter with appeal rights and form information and mail to customer. Close the case in CRM. b) If No, approve the application or perform the functional assessment if necessary. If the application for certification is denied, enter the date and reason for denial. Prepare the denial letter with appeal rights and form information and mail to customer. Close the case in CRM. 3.0 Functional Assessment and Notification to Customer 3.1 Functional Assessment 1. Schedule functional assessment. Set up a day and time for assessment. Provide applicant with date and time. 2. Customer arrives. Interview and observe customer for overall assessment. Take picture of customer and load into computer. 3. Customer certified? a) If Yes, enter the assessment data and date of approval into CRM and generate the approval letter. Print the approval letter and the user id with picture. (batch printed). Place id, instructions, and policy information materials in envelope and mail to customer. Close case.
Ex10_of_14_LargeFont_ParatransitPlan.docx