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By kajohno
Category: Advice. Viewed 321 times. Created August 2015.     Disclaimer.   
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Participant requests Plan Review
Team Leader & PSC determine if a Plan Review is appropriate.
YES
Plan Review is appropriate
Team Leader determines urgency of Plan Review.
Can the Review be managed as a "light touch" over the phone with support from a BSO?



NO





YES

NO
 
Plan Review is not appropriate.
 
Team Leader to allocate to best placed PSC in the team to commence the review process.
Team Leader liaises with Appointments Team to organise review appointment time. Team leader to highlight any priority cases.









 
PSC to document reasons in Siebel and send Participant a letter explaining decision.
 
PSC to complete Plan Review.
Team Leader and BSO to allocate review appointment to best placed PSC in the team to commence the review process.









 
 
 
 
PSC to complete Plan Review.