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Self Service: License Tracking Tools with Practical Tips USER LOGIN -…
Self Service: License Tracking Tools with
Practical Tips
USER LOGIN
User input of current licenses ($ per license or 1 -10, etc.)
ABC Company License Dashboard
ABC Company Docs/Info
(link with expiration date to populate in calendar)
ABC Company Information
Name
FEIN
Address
Phone
etc.
(Information linked to fixed categories for NOC purposes)
ABC Company Documents (PDFs)
Corporate Registration Docs
Officer Docs
Insurance Docs
Bonds
Plan of Operations
Financials
Policies and Procedures
etc.
(Documents linked to fixed categories for NOC purposes)
ABC Company Calendar
(include color coded reminders: red/deadline, yellow/6 week reminder, green/3 month reminder
ABC Company "Snapshot"
(Report templates with link to PDFs)
Licenses required
Licenses held
Applications filed
Renewals filed
Reports filed
Notices of change
Certificates
Assignments
Calendar
Quality control
Fees
Bonds
Insurance Policies
ABC Company Notice of Change Tracker
Identified by category and as:
REQUIRED
REQUESTED
COURTESY
ABC Company Assignments/Tasks
(include tags that reflect the license)
Arkansas PBM License, etc.
(Add red/yellow/green indicator on specific license page to indicate upcoming dealine)
License Specific Calendar
Arkansas PBM License Requirements
Website link (use link on free page)
Include copy of application/renewal/report?
Important dates (populate to calendar)
Tips/state guidance
Provide general categories of docs/info required (this would match overall general categories that are used for NOC)
NOC requirements
License Specific Work Space for in-process filings
License Specific Assignments/Tasks
Filed Copies
Initial Application
Reports
Renewals
Notice of Change
Certificate Copies
Dropdown to choose ABC Company license
STATE/LICENSE TYPE
Options:
Jurisdiction: STATE/FEDERAL
Type: TPA/PBM/UR/PPO/APCD etc.