Dr. Glen Brooks - www.drglenbrooks.com

This is for a client who already has a website we can use that we just need to optimize.

Create Q3-Q4 2022 July to December 20th Co-ops

Assigned to
Hector Mota, Operations Manager at Medstar Hector M. Jonnamae Jumawan, Medstar Jonnamae J.
Notes
Hey Jonnamae Jumawan, Medstar Jonnamae
Can you please create the coops reports for Dr. Glenn Brooks for the following July 1st to December 20th time period when you get a chance?

Q3 Q4 2022 time period  - 07/01/22 to 12/20/22

Thanks. 

Comments & Events

Hector Mota, Operations Manager at Medstar
Jonnamae, 
Thank you once again. 

After receiving the Q3-Q4 Co-ops July to Dec reports from Jonnamae regarding client - Glen Brooks MD - I prepared them and sent an email to client letting her know about it. Added amounts, dates, updated our coops sheets. Since we do not have their Coolnet login info, I cannot submit for them. 
Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.
Hector Mota, Operations Manager at Medstar
Hector Mota re-opened this to-do.
Hector Mota, Operations Manager at Medstar
Followed up with Lisa and was able to obtain  Glen Brooks MD new login information for them. However, it turns out that the account did not have sufficient permissions to submit coops. I then contacted Allergan reps, got account access upgraded. I began to prepare to submit them for the client. Logged into their Coolnet account, filled out information, media detail, uploaded files, added dates, amounts, submitted for submission. Took screenshot, sent to client for verification, updated spreadsheets, task. Sent the client a confirmation email with details of their refund, along with a screenshot.
** Doc may not have any funds available, but I submitted anyway just in case. **

Hector Mota, Operations Manager at Medstar
Hector Mota completed this to-do.