2. BioTechnologies MD, Inc. CRM Review by Brent M. MacDonald

3. Unique web form to each group for instant physician/practice review

4. Any fields not completed will be flagged before submission

5. System generated email is sent to designated email alerting of file “Ready For Review”

6. Dashboard or Pipeline – Various types of user accounts; Admin, Manager and single user

7. Can sort or search using any of the headers highlighted below. Also can choose on the dropdown to the right any single user or view “All”.

8. Example search below

9. Once form is completed, the physician or practice’s information will auto populate into that users pipeline. All info collected is then visible.

10. At any time, you can set an appointment using the “Appointments” tab as seen below.

11. Input a subject, start and end time and the interval in which you’d like to be reminded. You will then be notified via email.

12. Whether logging in as a single user or manager, you will see all appointments listed under the “Schedule” tab.

13. Each entry from the form shown earlier enters in as a “New Prospect”. It is your job to move each file through the stages or placement cycle.

14. The “Documents” tab will house all documents that are system generated or manually uploaded. View some below.

15. Once a file is moved from “New Prospect” and then down to “Under Review”, the required Physician Review Form is generated and sent.

16. Once the file is saved, the sample email below is generated and sent to a preset email or emails. Physician Request Form is included.

17. Physician Request Form that is system generated and automatically sent for review when the file is moved to “Under Review”.

18. Not only are the docs generated and sent to preset emails, a copy of each document is saved under the “Documents” tab.

19. Once the file has been reviewed, whoever is in charge of reviewing your groups files will move to “Doctor Approved”.

20. Once moved to “Doctor Approved”, 3 leases/contracts and the EMR/Clearing House forms are generated and sent to rep via email.

21. For the time being, you will need to upload the signed docs to the “Documents” tab. Then, move file to “Signed Contracts Received”

22. System email is sent notifying all parties that a signed physician pack is ready to be viewed. This will be done view E-sign soon.

23. If you noticed, when the “Doctor Approved” email was sent, it referenced an MA link for all required MA paperwork. A this time, the file is in “Pending MA Paperwork”

24. Once you’ve received the completed MA pack (application, NDA, DD form, W4, I9, driver’s license and resume), upload to “Documents” tab and move to “MA Hired”.

25. Once the MA is approved, schedule the install via the “Appointments” tab. It will then show on the “Schedule” tab on the dashboard.

26. Then, simply move to “Placement & Training Scheduled”.

27. Once the install has occurred, move to “Completed and Device Active”. This will trigger once last stage action.

28. The email below is generated with an attached “Rep Advance Sheet”. It is sent to all parties preset in the admin section of the system.

29. Sample “Rep Advance Sheet”.