OBJECTIVE

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OBJECTIVE
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• Upon completion of this module, you will be able
  to complete the following tasks
• Accept or Reject Emailed Contract Documents
• Archive the Email and Documents
• Create a Contracting Meeting in EFX to Generate
  Documents
• Upload Document Templates
• Add Merge Fields
• Add Speakers as Participants and Verify Speaker
  Profiles
• Merge, Print and Assemble FedEx Packet Contents
• Update Tracking Logs with FedEx Numbers and
  Contract Info
• QC all Deliverables at Each Stage of Production

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Accept or Reject Emailed Contract Documents
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• Open all Attached Documents
• Check for missing or incomplete information
• Speaker full names
• Speaker full addresses
• Speaker Tiers and Honoraria Amounts
• Hidden Merge Fields in the templates
• Formatting Spell Check
• Notify your supervisor if you identify issues

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Archive the Email and Documents
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• All Emails and Documents will be saved in the
  appropriate folders on the P drive
• All Documents will be named as follows
• LastName_First Initial_SA_08.doc
• LastName_First Initial_W-9_08.doc
• LastName_First Initial_Profile_08.doc
• LastName_First Initial_CV_08.doc

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Create a Contracting Meeting in EFX to
Generate Documents
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• Create a meeting in EFX using the assigned
  non-client facing project
• Assign a unique meeting code
• Fill out all required fields
• Place Meeting In Progress

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Uploading Document Templates
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• In the Admin section of EFX, add the document
  templates to the Papyrus documents
• Be sure to choose the document source of all
  participants, any status

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Add Merge Fields
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• Return to the newly created Papyrus templates
• Add merge fields for
• Speaker name
• Speaker address
• Speaker Medical Suffix
• Speaker Institution

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Add Speakers as Participants and Verify
Speaker Profiles
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• For the purposes of using EFX meetings for
  speaker contracting, speakers are added as
  meeting participants.
• If there are under 20, manually add each
  participant (speaker).
• If there are over 20, email the speaker list to
  your supervisor to have IT in VA push the list
  into the EFX meeting.
• Verify that every speaker profile includes
  current addresses, medical specialties, suffixes
  and no abbreviations

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Merge, Print and Assemble FedEx Packet Contents
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• Create a fulfillment job under the Admin section
• Include the following
• Cover letter
• Contract (3 copies)
• Blank W-9 form
• Blank speaker profile form
• Outgoing FedEx label
• Return FedEx label
• QC contract packet contents when the arrive from
  the Fulfillment Department

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Update Tracking Logs with FedEx Numbers and
Contract Info
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• Update FedEx tracker with outgoing and incoming
  FedEx numbers, speaker information and dates
• Update contract tracker log with speaker contract
  status

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QC all Deliverables at Each Stage of Production
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• Qcing must occur after each stage of production.
• Use the required QC checklists.
• Ensure 1 additional Operations and 1 Account
  Management team members reviews each QCd
  deliverable.