Front Desk Access Capture · PAMS Access Toolkit

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Patient portal registered
Photo ID on file
Address verified aloud
Mobile number verified — landline flagged
Email verified
Voicemail set up and not full
Medical insurance card scanned, front and back
Secondary or tertiary coverage captured
Pharmacy (Rx) card scanned, front and back

Check at registration

0 of 9 · target 100%

Patient portal registered

Reduces phone tag for every step that follows.

Photo ID on file

Required for most patient assistance program applications.

Address verified aloud

Not “is everything still the same?” Patients move and forget. One wrong address delays delivery of a refrigerated drug.

Mobile number verified — landline flagged

The specialty pharmacy will call from an unknown number. A landline, or one wrong digit, and the shipment is never scheduled.

Email verified

Portal access and manufacturer hub enrollment both route through email.

Voicemail set up and not full

The single most common cause of pharmacy contact failure. Two missed calls and the patient drops out of the queue.

Medical insurance card scanned, front and back

Benefit investigation cannot start without it, and the medical card carries different ID and group numbers from the Rx card.

Secondary or tertiary coverage captured

Medicare supplemental coverage changes the entire affordability picture and which assistance route applies.

Pharmacy (Rx) card scanned, front and back

BIN, PCN and PBM live here, not on the medical card. They decide where the prescription can be filled. Missing this means hours of research for the coordinator.

Hand to the coordinator

ACCESS READINESS — front desk capture
Captured: 0 of 9 (0%) · target 100%

OUTSTANDING — needs chasing before the PA goes out:
  [ ] Patient portal registered
  [ ] Photo ID on file
  [ ] Address verified aloud
  [ ] Mobile number verified — landline flagged
  [ ] Email verified
  [ ] Voicemail set up and not full
  [ ] Medical insurance card scanned, front and back
  [ ] Secondary or tertiary coverage captured
  [ ] Pharmacy (Rx) card scanned, front and back

No patient identifiers recorded in this tool.

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