US Labs Test Compendium Requirements



User Guide-Call Center Representative CSSVersion 1.2Updated 4/17/2019Table of Contents TOC \o "1-3" \h \z \u 1.Purpose and Introduction PAGEREF _Toc6400186 \h 31.1Introduction PAGEREF _Toc6400187 \h 32.Log In, Navigation, and Account Settings PAGEREF _Toc6400188 \h 32.1Log In: PAGEREF _Toc6400189 \h 32.2Navigating Call Tabs: PAGEREF _Toc6400190 \h 42.3Navigating Call Results: PAGEREF _Toc6400191 \h 52.4Edit Profile Settings: PAGEREF _Toc6400192 \h 62.5Edit Password: PAGEREF _Toc6400193 \h 72.6Contact Support via Email: PAGEREF _Toc6400194 \h 72.7Logout: PAGEREF _Toc6400195 \h 83.Making Survey Calls PAGEREF _Toc6400196 \h 84.Submitting Call Results PAGEREF _Toc6400197 \h 94.1Submit a Call with No Response: PAGEREF _Toc6400198 \h 94.2Submit a Call that needs to be Rescheduled: PAGEREF _Toc6400199 \h 94.3Submit a Call for a number needs to be Retired: PAGEREF _Toc6400200 \h 104.4Submit a Call that needs to be Abdicated PAGEREF _Toc6400201 \h 104.5Reassign a Call to a Spanish speaking Call Representative: PAGEREF _Toc6400202 \h 114.6Submit a Call that was Dropped: PAGEREF _Toc6400203 \h 114.7Submit a completed English Survey: PAGEREF _Toc6400204 \h 124.8Submit a completed Spanish Survey: PAGEREF _Toc6400205 \h 135.Questions PAGEREF _Toc6400206 \h 13Purpose and IntroductionIntroductionThis document describes the basics of navigating in the BHSDSTAR CSS module including log in, making calls, and submitting survey responses.Log In, Navigation, and Account Settings Log In:From the desktop double-click your internet browser to launch. (For best results we recommend Goggle Chrome but other browser can also be used.)Enter in the browser window and press the Enter button.Click the Provider Login button.Click Username field and enter your user name.Press the Tab key or click in the Password field and enter your user password.Click Login button.CSS Dashboard screen with Survey and User Name is displayed.Tip: This screen can be viewed at any time by Clicking Home in the upper right corner of the screen.Navigating Call Tabs:Click Today’s Callback Tab.Calls reschedule for today’s calendar date are displayed.Click Dropped Calls Tab.Calls that were dropped while in process are displayed.Click Spanish Speaking Tab.Spanish speaking designated member calls are displayed.Click Find Tab.Enter search criteria.Click Go.Specific member to call for the survey is displayed.Navigating Call Results:Click Today’s Results.Graph of today’s results is displayed.Click Overall Results.Graph of overall survey results is displayed.Click Goal.Graph of the survey member participation is displayed.Edit Profile Settings:Click on your logged in Name in the upper right corner.Click Profile Settings.Click the field you want to edit and enter new information.Click Save.Edit Password:Click on your logged in Name in the upper right corner.Click Profile Settings.Click change password.Enter last password.Enter a new password.Re-enter the new password.Click Save.Contact Support via Email:Tip: Never send a client’s name in the free text section of the email-refer to them by the last 5 digits of their BHSDSTAR Client ID.Click on your logged in Name in the upper right corner.Click Contact Support.Logout:Click on your logged in Name in the upper right corner.Click Logout. Making Survey CallsFrom the Home screen:Click Make a New Call.New Survey Member with number of times previously called is displayed.Click Make the Call.Tip: Click Do Not Make the Call to abort making the call available to the member.Call Response Options and Call Timer clock are displayed.Submitting Call ResultsSubmit a Call with No Response:Click No Response option.Click Submit Call Information.Submit a Call that needs to be Rescheduled:Click Reschedule option.Click Reschedule Day Calendar and click date.Click Reschedule Time drop-down and click time.Click Notes section and enter notes.Click Submit Call Information.Submit a Call for a number needs to be Retired:Click Retire option.Click Retire Reason.Click Submit Call Information.Submit a Call that needs to be AbdicatedClick Abdicated option.Click Notes section and enter notes.Click Submit Call Information.Reassign a Call to a Spanish speaking Call Representative:Click Preferred Survey Language Spanish.Click Reassign to Spanish Speaker.Click Notes section and enter notes.Click Submit Call Information.Submit a Call that was Dropped:Click Preferred Survey Language.Click each survey question response and enter free text in any free text response fields.Click Dropped Call-Save.Submit a completed English Survey:Click Preferred Survey Language English.Click each survey question response and enter free text in any free text response fields.Click Submit Call Information.System ends call counter. CSS Dashboard screen with correct Survey and User Name is displayed. Call is added to the Today's Results, Overall Results, and Goal graphics.Tip: If any required answers are left blank the system will display a message stating: An item or items are missing. You will need to Click Return and system will highlight in Orange the missing required answers.Tip: Enter None in free text fields if client has no comments.Submit a completed Spanish Survey:Click Preferred Survey Language Spanish.Click Proceed with the Survey.Click each survey question response and enter free text in any free text response fields.Click Submit Call Information.System ends call counter. CSS Dashboard screen with correct Survey and User Name is displayed. Call is added to the Today's Results, Overall Results, and Goal graphics.QuestionsFor any questions email to support@. ................
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