Order Processing & Esker Handoff Protocol Guide

Introduction

This guide provides a comprehensive overview of the correct procedure for processing new orders within Abbott Medical. It outlines steps to ensure order completeness, proper entry in the Esker system, and the handoff protocol required for seamless order progression among departments. Following this protocol helps maintain patient care quality and supports our commitment to cardiovascular health through reliable order handling.

Order Processing Overview

Efficient and error-free order processing is crucial to deliver innovative cardiovascular solutions to healthcare providers and ultimately patients. This process begins with verifying the completeness and accuracy of all order information before official entry.

Prerequisites

Before entering a new order, ensure you have the following:

• Complete customer details (including verified billing and shipping addresses)
• Product codes and quantities
• Required documentation such as purchase orders or customer authorizations
• Credit approval status for new customers, if applicable
• Any special instructions or compliance requirements

Step-by-Step Order Processing Instructions

1. Verify the order information for completeness and accuracy within the received documentation.
2. Enter the order promptly into the Esker system using the approved entry protocols.
3. Tag the order correctly with the applicable status: e.g., "New," "Pending Review," or "Ready for Handoff."
4. Record the exact handoff time in the order notes to ensure traceability.
5. Route the order to the designated downstream team or department according to workflow rules.
6. Maintain clear communication with the receiving team to confirm receipt and clarify any issues.

Tips and Best Practices

• Always double-check customer and product details to avoid delays due to data errors.
• Use system templates and macros to standardize data entry and communications.
• Escalate any discrepancies or incomplete orders immediately to your supervisor.
• Keep a log of any exceptions or complications encountered during the handoff for continuous improvement.

Next Steps

Once the order is handed off successfully, monitor for confirmation from downstream teams that processing continues uninterrupted. Follow internal protocols for tracking order status until fulfillment is complete.

Additional Information

For further queries about order processing or Esker system usage, please consult the [Abbott Medical Order Management SOP] or contact the Order Processing Help Desk at [contact info].

Disclaimer

This guide is provided for Abbott Medical internal use only. Adherence to this process supports compliance with regulatory and quality standards. Agents should use their professional judgment and consult supervisors when in doubt.