Transfer UHC MCR ADV PT to US MED

• 1 . Check if PT has DUAL product, ADS shipping Dexcom, and Pump Supplies / OMNI – DO NOT transfer. ADS
should continue to service

• Check udefs in PT card, review history, and udef on reorder tab, to confirm PT is getting 2 or more products
from ADS.
What do we need to transfer PT to USMED?
1. Last order was shipped from Campbell
2. PBM(pharmacy benefit management) INS CODING - make sure Optum Rx is coded on the
account
if not coded, we will need to have ins re-coded however these reorder accounts should already
have them
3 Valid CMN
ON FILE
SCRIPT Your Dexcom Order is ready to be shipped. We
reverified your coverage and to best process your
--- Dexcom order, we can process through your pharmacy
benefit and transfer your prescription to our sister
pharmacy in Florida, US Medical Supply.

Your order will ship within 24-48 hours or US Medical

Supply will contact you with any updates. If it’s ok with
you, we would like to move forward with this transfer
now?

If you have any questions about your order within the

next 24-48 hours and or would like to contact US
Medical Supply Directly, you can call 866.938.4482 for
any status updates.

If you do not hear from US Medical Supply or receive

your order promptly, please do not hesitate to call us
back.
 Don’t check this checkbox, we only want
the OK to SHIP comment

What are our next

steps?
• Delete any active Dexcom
work orders tied to AOS
• Enter OK TO
SHIP pending insurance
like below
 OK TO SHIP MUST CLEARLY DOCUMENT patient agrees to have their account transferred to US MED
SEND CALL SHEET to USM RX TRANSFER bucket

MAKE SURE THAT OK TO SHIP COMMENT IS WITH RETAIL PRODUCTS AND PENDING
INSURANCE
IMPORTANT
NOTE:
If the last order was out of YARROW – we are okay to
process another order through DME however, we
MUST start working on a NEW CMN for transfer on
next refill.
Q&A
• Why are we transferring patients to our sister pharmacy FL, US Medical Supply?
Answer: Advanced Diabetes Supply Group strives to provide our patients with the best available service
levels, shipping time frames, and quality of care. To accomplish this, we will sometimes transfer your
prescription, with your approval, to one of our multiple shipping locations for fulfillment in the most timely
manner.
• What do we do If pt does not want to transition to USMED?
We can continue to service through ADS however the team MUST enter comments however we have not
had any pushback from patients.
• What should we do if PT agrees and there is no call sheet on the acct?
We need to create a CALL SHEET
this should be the ONLY time a call sheet is created manually
• Would we need to inactivate the account once PT is transferred to US MED?
No, not currently
• For confirmation: The order with retail product is it going to be sent to the normal
buckets?
the ok to ship must have Retail Products, so they should DELETE all active work orders FIRST, then
would enter OK TO SHIP manually and they need to place pending insurance
How to create a new call sheet?

Go to events/Click on new event/ if not on

dropdown, Click on “Kind +” and you will get
the following lookup
•Select it and create the event
Example of
how the call
sheet should
look

PLEASE DON'T MARK THE

EVENT AS URGENT