
A caller mentioning a Medical Condition and/or High Risk Situation ALONE does not constitute updating the severity to Medical Emergency!
A Medical Condition or a High Risk Situation MUST correspond with a Medical Emergency Scenario.
If unsure, review with a supervisor.
HIPAA Protection
HIPAA (Health Insurance Portability and Accountability Act) is in place to protect customer’s private health information.
Customers may volunteer information related to their medical condition, but you cannot ask about or notate anything relating to their private medical needs.
Job Notation Examples:
Customer states they have a medical condition that requires working Air Conditioning in the home.
Customer stated they take medication that needs refrigeration.
Medical Emergency Procedures
When it is disclosed, a customer has a Medical Condition or
High-Risk Situation, we must ensure the proper steps are taken to assist them.
This information may be provided by the customer, friend, family member, service provider, etc.
Service Job severity may be updated to Medical Emergency at
any point in the job cycle by any department with access.
When severity is updated to Medical Emergency a Zoho Task
is created for the Med Emergency team to follow up with the customer until
resolution.
Use the suggested script to advise of expectations:
Medical Emergency Script
|
“<Customer Name>, your request has been forwarded
to a specialist who will contact you directly to further assist you until
resolved."
|
Identifying Medical Emergencies
Medical Conditions and High-Risk Situations
Medical
Emergency may only be selected if a Medical Condition and/or High Risk
situation is present along with a corresponding Medical Emergency Scenerio.
Below are the most common examples of Medical Conditions or
High-Risk Situations to listen out for:
Keywords/Phrases
|
Medical Conditions
| - Asthma
- Cancer
- Diabetes
- Heat Stroke
- Heart Disease/Heart Condition
- High Blood Pressure
- High-Risk Pregnancy
|
High-Risk Situations
| - Elderly person in the home
- Bed-ridden occupant
- Infant/baby in the home (Do Not ask age of the child)
- Medications or medical dietary items requiring refrigeration when
refrigerator is not working
- Breast milk or formula requiring refrigeration when refrigerator is not
working
- Wheelchair Bound (Only a Medical Emergency if mentioned specifically in one of the below scenarios)
|
Medical Emergency Scenarios
The scenarios below qualify for a Medical Emergency in the
event:
- The customer mentions one of the
Medical Conditions or High-Risk Situations.
- It is the Only unit in the home.
OR - The person with the medical/high risk need is unable to be
moved to an area with a working unit.
Item | Example Scenarios |
HVAC
| Air Conditioning – External temperatures are above 85
degrees Heating – External temperatures are Below 40 degrees
|
Refrigerator | They have a medical condition that requires medication or
dietary items to be refrigerated They have a infant/baby in the home (Do not ask the customer the age of their child)
|
Ice Maker | Required ice treatment due to surgery or inflammation |
Water Heater | Medical need present and no hot water |
Toilet or Stoppage | If the toilet is not accessible due to disabled or
elderly No working toilets |
Clothes Washer or Clothes Dryer | Person in the home is elderly or bed-ridden Recent surgery or procedure requiring clean linen |
Dishwasher | Wheelchair bound Medical condition requiring dishes to be sanitized |
Electrical | Area of the home occupied by person with a medical
condition requiring electricity (oxygen, home dialysis, etc.) |
Garage Door Opener | Wheelchair bound or disabled unable to open garage door |
Range or Cooktop | Medical need to boil water or cook a specific diet |
Jetted Bathtub/Whirlpool or Spa/Hot Tub | Medical condition requiring therapy or spa treatment |
Medical Emergency Keyword Message
When certain keywords are entered into the Service Job
Comments and saved, the below alert/prompt message is displayed in SB:
ALERT: Your notes indicate this may be a high-risk job. If
so, please update the service order severity to MEDICAL EMERGENCY.
Only update the severity to Medical Emergency if the situation meets the Med Emergency guidelines listed above.
Medical Emergency: Follow Up
When job severity is updated to Medical Emergency Zoho and
SB will display a Med Emergency Icon with the Job Number.
Once a Med Team Case Manager is assigned to the job by
entering their info in the Service Administrator fields and Alert will display:

Locate the Case Manager's information in the Service Administrator fields:
During Normal Business Hours (Mon-Fri: 8:00am - 6:00pm):
- Contact the assigned Case Manager by dialing their Direct Phone Number listed on the job, update them on the customer interaction, and conference the customer in.
OR - Leave a VM advising of the customer information for them to call the customer back.
Set the expectation with the customer they will be contacted by their case manager as soon as possible.
Outside Normal Business Hours:
- Review the service request and assist any way possible.
- Set proper expectations for the customer to receive a call back from their case manager the following business day.
Notate the service request appropriately.