Adding MRO Check List

MROs can set up their own customized check list and notes areas to work with in the MRO non-negative work list area. The idea is that when an MRO interviews a donor they can ensure they've followed their own pre-set protocol and record any notes for each item on the check list.

To create a custom MRO check list:
Step 1. Go to Admin>Set Up>MRO Check List
Step 2. Click the "+" icon
Step 3. Enter "1" in the question number (check list will be presented in numerical order)
Step 4. Enter the text you'd like displayed.
Step 5. Click "Save"
Repeat for each addition step.
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Adding MRO Status

The MRO status allows MROs who have actively starting the medical review process for a test to track various stages of the process. These statuses can be see in the MRO non-negative work list grid.

Common MRO statuses would be:
  • Pending Client Notification
  • Pending Documentation
  • Pending Interview
  • Pending Medical Information
  • Pending Prescription Verification

Step 1. Go to Admin>Set Up>Codes

Step 2. Select "MRO Statuses" from the drop down
Step 3. Click the "+" icon
Step 4. Add a "Code" and a "Description" (The code is what displays on the work list grid. So the MRO will need to understand what each code represents)
Step 5. Click "Save"
Repeat for each additional status needed.

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Adding MRO Call Results

MROs can quickly add the result of a call attempt if call results codes are added into the system.

Step 1. Go to Admin>Set Up>Codes

Step 2. Select "Call Results" from the drop down
Step 3. Click the "+" icon
Step 4. Add a "Code" and a "Description" (The code is what displays on the work list grid. So the MRO will need to understand what each code represents)
Step 5. Click "Save"
Repeat for each additional call result code needed.

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