(excerpt from) CSR Training for Optimus
CSR (Customer Service Rep) Training Scenario #1: Registering an Individual Account
Preparation
You'll need:
- A legitimate email address with a legitimate password. This address and password will be used in additional training scenarios, so keep it handy.
- A password to use when ordering from medsite.com. This password may or may not be the same as your email password. It's easier to remember if it is.
- A legitimate mailing address.
Task 1: Browsing to the supply store
- From your desktop, double-click the Internet Explorer icon.
- Expect Internet Explorer to open. {note to anyone reading this in 2020 or after: this manual was written for inner-city CSRs who'd been taking medical supply orders by phone for decades and had never touched PCs in their lives!}
- In the upper left-hand corner, for the address, type: supplies.medsite.com. Press Enter.
Task 2: Initial Registration (Individual)
- Click the Registration button.
- Expect the Supply Store Registration to appear.
- Type the individual's email address in the Tell Us Your Email Address text box.
- Click the Register as an Individual button.
- From the Affiliation drop-down list (under Register as an Individual). select Medical/Clinical
- Click the Continue Registration button.
- Expect the Individual Registration page to be displayed.
Task 3: Enter Personal and Password Information
- Select Dr. from the Title drop-down list.
- Type Morris in the First Name text box.
- Type Finklestein in the Last Name text box.
- Type a Medsite Individual account password in the Password text box. This password does not have to match the password for the email address you entered previously.
- Type your password again the Password Confirmation text box.
- Select City Where You Were Born in the Password Hint drop-down list.
- Type New York in the Password Hint Reminder text box.
- Click the Continue Registering button.
- Expect the Individual Registration/Continue Registration page to be displayed.
Task 4: Entering Information about your Individual account
- Select Physician from the Profession drop-down list.
- Type Individual account in the Company Name drop-down list.
- Select Abdominal Radiology from the Specialty drop=down list.
- Type 1001 Rogers St. in the Address Lin 1 text box.
- Type Columbia in the City text box.
- Select Maryland from the State drop-down list.
- Type 6516 in the Zip text box.
- Leave UNITED STATES selected in the Country drop-down list.
- Type 573-875-8700 in the Phone text box.
- Leave the Yes radio button selected.
- Scroll to the bottom of the page and click the Continue Registering button.
- Expect the Individual Registration/State Medical License page to be displayed.
Task 5: Entering Rx License Information
- Type any five-digit number in the Rx License Number text box.
- Type a license expiration date in the License Expiration Date text box. Use any date greater than today's.
- Select New Jersey from the State drop-down list.
- Input other address information if necessary.
- Click the Continue Registration button.
- Expect the Welcome to Medsite web page to be displayed.
Task 6: Finalizing Registration
- Leave all checkboxes blank.
- Click the Submit button at the bottom of the screen.
- Expect the Medsite Supplies Home page to be displayed.
- At this point, you've finished registering an Individual account with Medsite Supplies. You should receive a personalized welcome message.
Congratulations. You are ready to order some supplies!