Requestor navigates to Flo
Under Work Center, select Enrollment Kit Request
Requestor will add necessary information requested in form
Hitting save will create a new ticket in Freshdesk
Subject of the ticket will be Create Enrollment Package
Description of ticket is where any information needed will be places and any additional information would be added
Ticket contact will be the company requested on the Flo form
At creation:
Status is Check funds
Assigned is Marissa
Assigned internal is Jelitta
Marissa will check funds in RA. If not all normal, she will add the additional funds
Once complete:
Status changed to Update SPD
Assigned is Marissa
Assigned internal is Lauren
Marissa will check to see if the plan specs page needs to be changed. Will add a note stating if changes complete or no changes needed
Once complete:
Status changed to closed
Automation: email goes out to Melissa with the information in the ticket
From there, Melissa creates the kits/packages for the RM