2 What is a Bulk Account?A bulk account is the mechanism used to charge Medical Center services to your study. A bulk account is required if:There are services billable to your study ANDThese services will be performed at a Medical Center location (there will be charges in Epic)If all of your services will be provided at School of Medicine or other non Medical Center locations, a bulk account is not required.
3 Transition to VelosMoving the bulk application process to Velos has a number of improvements:TRANSPARENCY!Everything is electronic – no more saving copies of spreadsheets and ing back and forthAll changes to your application are trackedImproved communication – automatic notification when Laboratory or Imaging has approved your application or has questionsAutomatic notification when the “99” bulk number is created for your studyBulk applications will be associated with your study in Velos – everything is in the CTMSForms can be worked on concurrentlyYou are IN CONTROL!
4 Bulk Application Forms in Velos The current Bulk Application spreadsheet was segregated into 4 forms in Velos:Bulk Account Information FormBulk Account Laboratory FormBulk Account Imaging FormBulk Account Billing FormFor a new bulk account application, all four forms must have all mandatory fields populated and be saved as either:“Completed” for forms that DO NOT require approval (Bulk Information/Billing Form) or“Approved”/“Not Required” for the forms that DO require approval (Bulk Laboratory/Imaging Form)For changes to an approved bulk application, only the form with the information that must be changed has to be completed.
12 More to Come in the Future Please remember this is the 1st version of the process in VelosKeep track of any suggestions for improvementThis will only get better!Things to come in the futureSummary status reportsSkipping forms that aren’t neededPre-population of information across formsReal time notification of changes (versus next day)
13 Other Important Information For a color version of this document, please visit:Please note that you are responsible for reconciling charges on your bulk account in EpicContact EMR Access to get access to the charge router WQ (if your study has a CA) and access to bulk reports in EpicIf you require a custom requisition form for Laboratory services, please contact Dea Butterfield once you have your “99” bulk numberCustom requisitions are only good for 1 year