Adding a Provider to the CRM

CRM.DNA.fyi

Care Connect is the Customer Relations Management (CRM) tool which our lab has provided for you to register new providers and keep track of all activities with that provider.

First, watch How to Get, Use & Understand Your CRM. But be sure to come back to this page, because...

Now, I'll supplement that training...

Note: Be sure to register your new provider into your CRM BEFORE you send a test kit to the lab.

Otherwise, if that test kit arrives to the lab before the registration is complete, it will be put into a "too hard to do" pile, and you don't want to "undo" your mistake (believe me... I know!).

Once you have submitted the paperwork described in the link above, and once you have identified the first provider who has ordered a test, send the New Account Form for that provider to Support@WhyACG.com and state that you want to register your first prospective provider.

Then support will contact the lab, and they will in turn set you up in the CRM. You'll complete the process here:

Login

https://crm.careconnectsystems.com/

You will create a login with your user name as the e-mail address you used on your original application.

Click "Forgot password" and follow the instructions in the e-mail which will be immediately sent to you.

You will select a password. Now you can log in.

New Account Form

Complete the following form to provide details on the provider, then send it to Support@WhyACG.com.

• New Account Form

Even though you are entering the same information into the CRM yourself online (instructions below), you must send this New Account Form, or the lab will not be processing any DNA tests you send.

Enter the same information into the CRM (review what the lady said in the video above). The following tells you how...

Two Ways to Register a Provider

• If you have approached a provider who has agreed to enroll (even prior to ordering a test), see first section below To Register a Provider who has not yet ordered a test.
• If the provider has not agreed to join but has agreed to order a test for you or your friend, see second section below To Register a Provider who has not yet fully Joined.

To Register a Provider who has not yet ordered a test

This applies to a provider who has agreed to join and start ordering tests, but has not yet ordered a test.

The only form required at this point is for them to complete the Clinical Report User Authorization Form. This is the minimum required at this point.

However, you may consider going ahead and fully onboarding them with Session #1 and Session #2 (and associated paperwork).... from Once you have Approached your first Provider see the first two modules:

• How to On-Board Providers
• How & When to Set Up a New Account (Enroll a Provider)

After the provider has gotten comfortable with the program (perhaps immediately, or perhaps after a few of the test reports), urge the provider to spread the word to the other providers in the practice.

Now, skip the next section and scroll down to Getting a Practice On Board.

To Register a Provider who has ordered a test but has not yet fully joined

This applies to a provider who has agreed to order a test for you (or your friend) but has not really come on board to order tests for other patients in the future... At this time it's a "one-off" as I describe the process of getting that test ordered... See YourTest.DNA.fyi).

I call it the "Trojan Horse" approach because you are getting past the gatekeepers through getting the initial test ordered for you or a friend, so that the provider can see first hand the power of the interactive cloud-based report.

After you have personally introduced a provider (not just an e-mail!!) to the PGx test, you can enter them into the CRM as a Lead. (Or if they are fully signing on board as an account rather than a lead, click Account rather than Lead. If you enter a provider as a Lead, that can be changed later to Account once they come fully on board to order tests for other patients.)

• Click Lead (left column) > Add Lead
• Fill in the blanks... You will need your provider's NPI number (NOT the NPI number of the practice). Although you can call the office, I prefer to use the following government database to copy and paste exact information (NPI number, address, fax, etc.)...
  • This is the national database: https://npiregistry.cms.hhs.gov/
  • Notice that once you enter the NPI number, the provider's name and other particulars are automatically revealed. You'll see it's the correct address (rather than somewhere in Winnepucket Idaho). This is your confirmation that you entered the correct NPI number.
  • Click on the NPI number and much more detail will open, including fax number, exact address, etc., so you can just copy and paste that into the CRM.
• When finished entering data into the CRM, click Submit
• Before sending the test kit to the lab, review Ordering a DNA Test for the proper paperwork to be signed by the provider (discussed further below).
• Once the provider orders the first test, and has decided to permanently come on board to offer the PGx test to other patients (discussed below), simply change their status from "Lead" to "Account" (discussed below) by clicking the three vertical dots in the right column of the row of the provider, and that option will be available for you.

Getting a Practice On Board

Once you get a single provider on board, the following is the sequence of getting an entire medical group onboard... For a full review of the process, visit Ordering a DNA Test. Here is a quick recap:

• Enter the provider into the CRM and the Group information.

• Schedule an appointment for about three weeks later for the provider to go over all of the results with you.

• Send the doctor the following one page website which contains a 10 minute video in advance on how the software works:
  • TestReview.DNA.fyi

• Have your appointment with the provider, and when they see the power of the software, that's when they typically have an epiphany and see the benefit to the provider as well as the patient.

• Then you ask "Do you think your other patients would benefit from this?"

• When they say "yes", you say there are two 30 minute sessions to train her staff, and a couple documents for her to sign.

• Then you tell the provider that the entire group is in the system so any of the other providers could order this test... would she please pass the word to the other providers, and send to them the following video, and ask them to contact you as the advocate for the group so the advocate can provide swab kits and train the staff.
  • Provider.DNA.fyi (This is much of the same information as on TestReview.DNA.fyi but is reordered for a person who has not yet been introduced to PGx testing.)

• Then you train the staff (the provider doesn't need to be part of that but it would be great if they did).

• Once you train the staff of that first provider (your own provider), you can train any other staff (if providers have different staff members than the first one, such as two different locations, etc.).

Where to Go Next

Return to Training overview, or learn about the compensation plan: