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TAKING & ASSIGNING THE ORDER
‰ HOT (Home Office Ticket) orders should be pulled first thing in the morning by completing a HO
connection.
‰ Telephone orders should be entered into the system at the time of the call.
‰ All orders should be accepted, even if for another office, and transferred to the appropriate branch the
same day. The exception is PartnersPlus (“PP”) business; if PP forwards the case to a branch office that
does not handle that territory, the branch office that received the case must notify PP that same day
and they will be responsible for forwarding the case to the appropriate office. This procedure also
applies when the applicant wants to be seen in another branch office area.
‰ The EMSI branch office name (i.e., EMSI/Dallas), address and telephone number should be provided to
an agent in the event that an exam will be transferred.
‰ Faxed orders should be entered into the system and acknowledged within 24 hours of receipt.
‰ Enter the request order date as it appears on the fax or mail request.
‰ Any variation to the Exam4Win auto-diagnosis should be documented with the name of the authorizing
individual and phone number in a status comment.
‰ Record the requestor’s name on the ticket in “Ticket Contact Name” field. Enter the initials of the
person taking the request in “Private Notes”.
‰ When taking the order, confirm the address to which the exam will be mailed.
‰ Diagnose the ticket when you are entering the information. If the requesting agency/agent notifies
you that the applicant is very overweight, consider the need for the larger adult size blood pressure
cuff (for arm circumference over 13 inches) and whether the applicant will need to be completed inoffice to have access to a higher capacity weighing scale (weight over 300 lbs.). If the exam will be
completed on a mobile basis, alert the examiner that a larger adult size BP cuff will be needed.
‰ Assign the exam at the time that the order is taken (This does not apply to offices that have
centralized scheduling in place.).
‰ Female applicants – A paramedical service requiring an EKG/ECG on a female applicant must be
assigned to a female examiner. Male paramedical examiners are NOT authorized to perform EKG’s on
female applicants under any circumstances - No exceptions. If a female examiner is not available in
the service area, make arrangements to have the EKG/ECG completed at an outside, fixed site medical
facility.
Examination Management Services, Inc.
10/2011
Version 10.0
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