Customer Service – LSI

Medical Inquiries

Health specialists often make specific product inquiries. You can store these inquiries in Aurea CRM, document them and process them.

To add a new medical inquiry:

1. The following options are available:
   • Select (Service) > New Medical Request. Search for the person you want to add the inquiry for.
   • Switch to the person you want to add the inquiry for. Click on the Medical Requests node in the tree. Click on (New).
   • You can add inquiries when documenting calls, see Call Documentation – LSI.
2. Select the appropriate role.
3. Enter data such as the Request topic, Item No., Cause etc.
4. Save the record.

Note: Click on (Copy to Knowledge Base) in the header to add the inquiry to your knowledge base, see Knowledge Base.

Select (Service) > Medical Requests to display an overview of all medical inquiries.

Knowledge Base

You can store best practice examples and FAQs in the knowledge base, and use this to quickly solve any issues. You can add medical inquiries to the knowledge for future reference, see Medical Inquiries.

Select (Service) > Knowledge Base to access the knowledge base.