DATABASE PROCEDURES Clause Samples
DATABASE PROCEDURES. SNEMT Program will maintain accurate and complete client and service information through the use of the Driver’s Trip Sheets, client folder(s), and client database.
A. DRIVER’S TRIP SHEETS
1. Each SNEMT driver will maintain a Driver’s Trip Sheet that includes information for each SNEMT trip provided. The SNEMT driver will enter the pick-up time, odometer mileage reading at place of pick-up, drop-off time, and odometer mileage reading at place of drop-off on the trip sheet. The SNEMT driver shall obtain the client’s signature confirming receipt of the transportation services. The Driver shall also note whether a Client User Fee was collected.
2. Mileage readings on the Driver's Trip Sheet will indicate the vehicle (or trip) odometer Mileage readings at both the place of client pick-up and the place of client drop-off for each SNEMT Trip. If the vehicle odometer mileage does not register tenths of a mile, the trip odometer mileage may be used.
3. As an alternate to recording odometer mileage readings, Contractor may utilize the mileage for individual trips as determined by the online trip mapping program, MapQuest ®, Google Maps®, with the Advanced Options “Shortest Distance” \ enabled.
4. The Driver's Trip Sheet shall include the following information:
a. Driver’s Name
b. Vehicle I.D. # ▇. ▇▇▇▇ d. Client’s Name f. Type of appointment
DATABASE PROCEDURES. All assigned leads must be contacted and assigned an action plan within 24 hours. Appropriate follow-up must be done according to the action plan. Comments of each update must be entered into the system as proof of contact. • Leads not contacted in an appropriate time frame may be reassigned.
DATABASE PROCEDURES. ● All claimed leads must be contacted within 30 seconds unless outside of calling hours 8pm-8am. The Lead Management Policy must be followed at all times. All calls, emails, or texts to a DTCG client must be done through FirePoint as proof of contact/risk management. ● Any leads not worked according to the Lead Management Policy WILL be reassigned. ● Agent agrees to follow the DTCG Leads Team Workflow and Expectations guidelines attached.