RetireFlo data exchange

1. Individual completes one of your RetireFlo surveys.

2. RetireFlo sends MedicarePRO all the data the filled out on the survey.

3. MedicarePRO will use the data provided by RetireFlo like name & DOB, phone number and email to find a matching profile in your CRM.

4. If we find a match the following occurs

   1. If Rx data is sent by RetireFlo we will ARCHIVE all existing Rx on the individuals account and load the new Rx sent by RetireFlo.

   2. If Provider data is sent by RetireFlo we will ARCHIVE all existing Providers on the individuals account and load the new Providers sent by RetireFlo.

   3. If Pharmacy data is sent by RetireFlo we will ARCHIVE all existing Pharmacies on the individuals account and load the new Pharmacies sent by RetireFlo

5. If we can't find a person in your CRM using the data provided by RetireFlo we will make a new profile page in your CRM and then do the following

   1. Load all Rx onto the profile

   2. Load all Pharmacies onto the profile

   3. Load all Providers onto the profile

6. Anytime we receive data from RetireFlo we will log confirmation of receipt in the Notes & Logs section of the profile page under "Other logs".

*ARCHIVE mean we wont delete existing Rx, Provider, or Pharmacy data but simply exclude them from being viewed on the profile page.