AccountId: 011433970860 ContactId: a27e2dcb-66b7-4c10-813b-6854ad2c0345 Channel: VOICE LanguageCode: en-US Total Conversation Duration: 1434739 ms Total Talk Time (AGENT): 667119 ms Total Talk Time (CUSTOMER): 506175 ms Interruptions: 11 Overall Sentiment: AGENT=0.7, CUSTOMER=0.6 Redaction Types: PII Input Audio S3: s3://apl-connect-contactcenter-data-prod/connect/apl-prod/CallRecordings/2025/06/24/a27e2dcb-66b7-4c10-813b-6854ad2c0345_20250624T14:49_UTC.wav -------------------------------------------- [AGENT][POSITIVE] Good morning. Thank you for calling APL. This is [PII]. How can I help you? [CUSTOMER][POSITIVE] Good morning, [PII]. This is [PII]. I'm calling from Healthy Mothers Healthy Babies. [CUSTOMER][NEUTRAL] Um, I've been trying to sign on to that OSC, um, services. [AGENT][NEUTRAL] Yes [AGENT][NEUTRAL] Uh-huh. [CUSTOMER][NEGATIVE] And I thought I had created the account, but it's giving me issues signing on. [CUSTOMER][NEUTRAL] Because I wanna get the bill. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK, so you are the administrator for the group and you're trying to sign up for the portal, is that correct? [CUSTOMER][NEGATIVE] See, I thought I did already. That's the problem. Last time I went in there, you know, was giving us a notice that this was coming up and I thought I had gone through the process, but it for some reason it's not recognizing like my email address or anything, and I've been trying to like uh because they're sending me emails like with codes, but it's not working. [AGENT][POSITIVE] OK, yes, I will. [AGENT][NEUTRAL] Uh-huh. [AGENT][NEUTRAL] OK, so yes, ma'am. I can try and help you with this. So first off, um, give me your name again, please. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] My, my name is [PII]. [AGENT][NEUTRAL] Can you please spell it for me? [CUSTOMER][NEUTRAL] That's [PII]. [AGENT][NEUTRAL] Uh-huh. [CUSTOMER][NEUTRAL] [PII] and then the last name is [PII] [AGENT][POSITIVE] Thank you. And what is a good callback number for you, [PII]? [CUSTOMER][NEUTRAL] OK, my number you can reach me at is [PII]. [AGENT][POSITIVE] Thank you. And the group number, please? [CUSTOMER][NEUTRAL] The number is 16312. [AGENT][POSITIVE] Thank you, so give me a moment please to get the group's information pulled up. [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] And then once I do, I will have to verify several things with you first for security, so just a moment please. [CUSTOMER][NEUTRAL] Sure. Mhm. [AGENT][NEUTRAL] OK, so first off, if you could please verify the group you gave me the name of the group. So give me the address for the group and then your email. [CUSTOMER][NEUTRAL] OK, one moment. [AGENT][NEUTRAL] Sure. [CUSTOMER][NEUTRAL] My uh the address is [PII]. [AGENT][NEUTRAL] Mhm, and your email address? [CUSTOMER][POSITIVE] And it's for healthy mothers, healthy babies. [AGENT][NEUTRAL] Yes, ma'am. [CUSTOMER][NEUTRAL] My email address is [PII]. [AGENT][POSITIVE] OK, thank you. [CUSTOMER][NEUTRAL] Mhm [AGENT][NEUTRAL] And then the primary phone number that we would have on file for the group because it is different than what you gave me. [CUSTOMER][NEUTRAL] Yeah, that should be the 561-665-450045616654508. [AGENT][NEUTRAL] OK, so it is that 2nd 1. OK, so thank you very much. So yes, so there was an update to the portal, so you will have to set up your new profile and you said that you've tried to do that, but it's [CUSTOMER][NEUTRAL] 8. OK. Mhm. [CUSTOMER][POSITIVE] Correct. [CUSTOMER][NEGATIVE] I've tried and it's given me, yeah, it's, it's not recognizing my uh um. [CUSTOMER][NEUTRAL] What you call my uh email address saying and then I'm trying to create it. It says create your OSC account as a group, right? [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] So let's yeah, let's try to walk through the steps. [PII] so that in if we're still not able to do it, then I may have to um put in a ticket to our IT department, but there will be some questions that I'll have to ask you to get some additional information on. So on the very first screen, go ahead and select create your OSC account. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] And then you're gonna select group and click next. [CUSTOMER][POSITIVE] Correct. Mhm. [AGENT][NEUTRAL] Now on this screen, just enter the the two areas with the um asterisks, so that's gonna be the group number and then your email address. [AGENT][NEUTRAL] And I'm gonna just re-verify what you said. I was following along, but I wanna make sure. [PII]. Is that correct? [CUSTOMER][NEUTRAL] OK. [CUSTOMER][POSITIVE] Correct. Yes. [AGENT][NEUTRAL] OK, alright, so yes, just try entering the those two fields of information. [CUSTOMER][NEUTRAL] Let's see, it kind of prefilled the rest on its own, just ignore that or? [AGENT][NEUTRAL] Uh, OK, so that's [CUSTOMER][NEUTRAL] Like I only entered the group number, email, and then there's there's like a phone number, a city and a zip code that popped in automatically. [AGENT][NEUTRAL] Yeah, but [AGENT][NEUTRAL] Oh, OK. All right, well. [CUSTOMER][NEUTRAL] Should I, should I remove that? [AGENT][NEUTRAL] OK, um. [AGENT][NEUTRAL] Yeah, for the moment. Let's try and remove it. [AGENT][NEUTRAL] Because it did not, it did not do that for me. I was kind of because I can't go, I'm not gonna be able to go as far as you, but when I entered the group number and the email, I didn't get that. It didn't populate anything else for me. Now let me ask you, what browser are you using, Verna? [CUSTOMER][NEUTRAL] OK [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] So I removed it [CUSTOMER][NEUTRAL] This one is uh. [CUSTOMER][NEUTRAL] Where am I? [AGENT][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] Is it the box, uh, what's that called? [CUSTOMER][NEUTRAL] I just don't remember the name of it. [CUSTOMER][NEUTRAL] uh Firefox, sorry. Firefox, uh, is what I'm using. [AGENT][NEUTRAL] OK, is the [AGENT][NEUTRAL] OK, is it possible you can use Chrome? [CUSTOMER][NEUTRAL] I can, I mean right now it's giving me an option to complete your account set up like when I hit next and remove the. [AGENT][NEUTRAL] OK, well, we can, and then no we we can go ahead and try that, um, but I do know that Chrome is the preferred browser, [PII], but you're the first person I've spoken to that's tried to use a different browser, so how about we have a learning experience together. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][POSITIVE] That's perfect. All right. [AGENT][NEUTRAL] Because I [AGENT][NEUTRAL] If you're up for that. [CUSTOMER][NEUTRAL] Uh, yeah, yeah, we can do this. OK, so now it's giving me verification is necessary, please select send buttons. [CUSTOMER][NEUTRAL] I guess it's my email address, it's right. [AGENT][NEUTRAL] Mhm. Yes. So what it should do is once you've clicked next, it should, um, send you a verification code to your email. Now, that may take a minute or two to come through. [CUSTOMER][NEUTRAL] Um. [AGENT][MIXED] Sometimes it's quick, sometimes it's not, but sometimes it takes a little longer. [CUSTOMER][NEUTRAL] Mm [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] And you said you're using Firefox, correct? [CUSTOMER][POSITIVE] Correct. Uh-huh. [CUSTOMER][NEUTRAL] Let's see. [CUSTOMER][NEUTRAL] Let me see something here. [CUSTOMER][NEUTRAL] I'm putting that code in the verification code. [CUSTOMER][NEUTRAL] And verify code? [AGENT][NEUTRAL] Uh-huh. First, uh-huh. You'll need to verify it before it's gonna let you create your password to do the next step. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Yes, giving me the option now to create uh [CUSTOMER][NEUTRAL] For the password and all that, OK. [CUSTOMER][NEUTRAL] Where it says display name, what do I do there? [AGENT][NEUTRAL] OK, so you can put your name that'll be fine because that's essentially gonna. [AGENT][NEUTRAL] When you sign in, I believe that's what you're gonna see like, you know, welcome or hi [PII]. I mean, it can be, yeah. [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] I think. [CUSTOMER][NEUTRAL] OK. [AGENT][POSITIVE] Again, this is still very new for us, so we're trying to work through uh some pains together, like with anything new, you know. [CUSTOMER][NEUTRAL] Continue. [CUSTOMER][NEUTRAL] Yeah [CUSTOMER][POSITIVE] Perfect. [CUSTOMER][NEUTRAL] Correct, yeah. OK, so now it says, I guess I agree to the terms of use and I agree to privacy policy. I have to uh check mark those and continue. [AGENT][NEUTRAL] Yes, ma'am. You'll [AGENT][NEUTRAL] Yes, ma'am. [AGENT][NEUTRAL] Mm [CUSTOMER][POSITIVE] Your account has been successfully created, go to dashboard. [AGENT][NEUTRAL] Perfect. OK, so now, OK, so it's not making you log back in. [CUSTOMER][NEUTRAL] And I have to try to. [CUSTOMER][NEGATIVE] Yes, it's not making me log back in. [AGENT][NEUTRAL] I was [AGENT][NEUTRAL] OK, now I think that it's also gonna send you another code, [PII], so it's essentially like a multi-factor, you know, authentication for security. [CUSTOMER][NEUTRAL] But it's [CUSTOMER][POSITIVE] Correct. Yeah. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] So would it always do this when I uh plug in or is this the first time? [AGENT][NEUTRAL] I think so. I think so, [PII]. I think it's going to ask you that again, um, this was an extra layer of security. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] That's fine. OK. [CUSTOMER][NEUTRAL] right here. [CUSTOMER][NEUTRAL] OK, I'm in a dashboard here. Welcome to our online service center, OK. [AGENT][NEUTRAL] And [PII], just so you know, I'm gonna go ahead and I'm gonna email you a um a user guide for the group level. [CUSTOMER][NEUTRAL] Uh, [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] And that's gonna come from [PII] team at [PII] and I just sent that to you. So again, I don't think it's gonna go to your junk or spam folder, but in the event that you haven't seen it, you know, in your inbox in a minute or so you may wanna check. [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] One of those other two folders to see if it did go there. [CUSTOMER][POSITIVE] All right, perfect. [CUSTOMER][POSITIVE] Perfect, perfect. [CUSTOMER][NEUTRAL] All [PII], so then I'll just [CUSTOMER][NEUTRAL] Have to go through steps here and just you know check to see where I can find everything. [CUSTOMER][NEUTRAL] Um, [AGENT][NEUTRAL] So under my group now do you all pay by ACH [PII]? [CUSTOMER][NEUTRAL] Yes, we do. Well, online, we, I usually go online and pay it on your, yeah. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] OK, and the reason I'm asking that is because if you were needing your invoice like to print your invoice currently that's uh there's an issue in which IT is aware of and they're working on but all of your ACH information if that's how you all pay should be there you should be able to see that. [CUSTOMER][NEUTRAL] Portal. [CUSTOMER][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Sure. OK. [AGENT][NEUTRAL] Mhm. [AGENT][NEUTRAL] So under [CUSTOMER][NEUTRAL] All right, and that I'll find. [AGENT][NEUTRAL] So under where it says my groups, uh-huh. [CUSTOMER][NEUTRAL] My group? [AGENT][NEUTRAL] You should see a tab. Let me, let me get to, let me get there because I'm not OK, so under the my groups if you click on on there then you should see group details and invoicing. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Yes. [AGENT][NEUTRAL] OK, and then it should have like a box that says open invoices and submitted invoices. [CUSTOMER][NEUTRAL] So invoicing. [CUSTOMER][NEUTRAL] Uh, so, yeah, paid invoices submitted invoices and then there's an invoice there pending the [PII]. [AGENT][NEUTRAL] Open [AGENT][NEUTRAL] OK, so and that's under open invoices? [CUSTOMER][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] Yes, mhm. [AGENT][NEUTRAL] OK, so yes, you would just select that. [AGENT][NEUTRAL] And then once you've. [CUSTOMER][NEUTRAL] Then it says I'm able to find the invoice that we're looking for. [AGENT][NEUTRAL] Alright, hold on one second. [CUSTOMER][NEUTRAL] Invoicing. [CUSTOMER][NEUTRAL] Just to schedule maintenance ability to download your invoices unavailable. OK, so is for assistance contact the care team. [AGENT][NEUTRAL] OK [AGENT][NEUTRAL] Alright, so you're not able so under open invoices where you see that invoice number when you click on it you can't do anything. [CUSTOMER][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] Yes, I did it. Let's see again, just to check. [CUSTOMER][NEUTRAL] Uh, no, after reviewing, please, oh now it's uh. [CUSTOMER][NEUTRAL] After reading, please submit the invoice to complete the process. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] So I guess it's letting me see a list, but [AGENT][NEUTRAL] And submit it. You should say and be able to see your ACH. [CUSTOMER][NEUTRAL] Like, is there a way I can. [CUSTOMER][NEUTRAL] Mm. [AGENT][NEUTRAL] Yes, without having to print it. It's just. [AGENT][NEUTRAL] My understanding that it's. [CUSTOMER][NEUTRAL] So right now it's from here if I do submit invoice it'll go what would happen like after reviewing it it says please submit the invoice to complete the process would that submit payment or? [AGENT][NEUTRAL] Well, you know, what's, are you able, can you see your ACH information yet? [CUSTOMER][NEUTRAL] I like, I would like [CUSTOMER][NEGATIVE] Mm employee billing details and this, no, I don't, I don't have that info not from this screen, no. [AGENT][NEUTRAL] OK, so let's see. [CUSTOMER][NEUTRAL] It just says invoice and then it gives me the this number, the amounts then just a red little, you know, window up there says action required. It says after reviewing please submit the invoice to complete the process. [AGENT][NEUTRAL] Mm. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] So, [AGENT][NEUTRAL] Um, let's. [CUSTOMER][NEUTRAL] Then the employee list, you know, below that. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Um, one second. [AGENT][NEUTRAL] I see [AGENT][POSITIVE] Thank you for your patience while I'm looking at. [CUSTOMER][POSITIVE] Oh, no problem. [AGENT][NEUTRAL] Uh [AGENT][NEUTRAL] And things as well. [AGENT][NEUTRAL] OK, so when you're under the invoicing, OK. [AGENT][NEUTRAL] Alright, so you saw the invoice and again I know this is some redundancy, but. [AGENT][NEUTRAL] Again, um, this is a learning experience, so you could see the invoice number and the amount. [CUSTOMER][NEUTRAL] Mhm. [AGENT][NEUTRAL] And the bill date is that the information you can see in that column? OK, so do you see, do you have an option to review and submit the invoice, is that right? [CUSTOMER][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] The bill [CUSTOMER][NEUTRAL] Let me go back cause I went back out and I'm trying to uh go with you on this one. [AGENT][NEUTRAL] Oh, that's OK. [AGENT][NEUTRAL] On the same screen where it had in that box for open invoices with the invoice number amount and bill date is there like a box that just says please review and submit the invoice? [CUSTOMER][NEUTRAL] Yes. [CUSTOMER][NEUTRAL] Yeah. [CUSTOMER][NEUTRAL] Please review and submit the invoice, yes, it's like I click on the invoice number. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Uh-huh. [AGENT][NEUTRAL] Try that. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] And then it brought me to where it says action required after reviewing, please submit the invoice to complete the process. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] And it says submit invoice. [AGENT][NEUTRAL] OK. [CUSTOMER][NEUTRAL] So my thing is like if I click on submit invoice would it automatically, if it's all set up the ACH would it automatically take place like. [AGENT][NEUTRAL] It should, yes. From what I'm the information that I'm looking at, it should, and then you should get a message stating like success or [CUSTOMER][NEUTRAL] OK, so let me do that because I'm just looking at the amount just to make sure that I'm in balance if just in case 21st to 7,205,720, so I'm gonna do submit invoice to see if maybe that's OK now it's saying payment selection so I do ACH. [AGENT][POSITIVE] Yeah, absolutely. Sure. No, I understand. Take your time. [AGENT][NEUTRAL] OK. [AGENT][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] And next, [CUSTOMER][NEUTRAL] Payment day, I want to set it to [PII], OK? And next. [AGENT][NEUTRAL] Mhm. [AGENT][POSITIVE] Correct. [CUSTOMER][POSITIVE] Then it does have the routing number and everything in there perfect. I just wanted to make sure, OK, so I just submit. [AGENT][NEUTRAL] OK. And then, oh no, I unders I understand. I'm, I'm like you. I don't wanna click it, and I say that all the time. I'm so hesitant to click or, you know, I understand you can't kill anybody by doing certain things, but, you know, I also don't wanna create any extra work for anyone else either, so I did it. But yes, so just [CUSTOMER][NEUTRAL] Yes. [CUSTOMER][NEUTRAL] Yeah. [CUSTOMER][NEUTRAL] So now I also need to submit like usually you know uh I have to submit a request, you know, in our side in the uh office side so the actual invoice, is there a way that I can uh print or download or? [AGENT][NEUTRAL] Mhm. [CUSTOMER][NEGATIVE] It didn't give me that option. [AGENT][NEUTRAL] Correct. So that's, that's, that was the issue that I was telling you about that they're working on. Yes. So, if you will give me just a second though, I can pull that up for you. [CUSTOMER][NEUTRAL] That's what they're working on. [CUSTOMER][NEUTRAL] OK. [AGENT][NEUTRAL] And let's see, was [CUSTOMER][NEUTRAL] OK, I mean, it gave me like the coupon like that first page that I can print but not like the backup, like the, you know, employee list or so I mean. [AGENT][NEUTRAL] Uh-huh. [AGENT][NEUTRAL] OK, so let's see here, just a second. Let's get to another. [CUSTOMER][NEUTRAL] Yeah. [AGENT][NEUTRAL] Area. [AGENT][NEUTRAL] Do you happen to still see that invoice number? [CUSTOMER][NEUTRAL] Sure. That's uh 639. [CUSTOMER][NEUTRAL] 2275 [AGENT][NEUTRAL] OK, and is that the July invoice? [AGENT][NEUTRAL] Or the June, which invoice? July, OK. [CUSTOMER][NEUTRAL] That's July, correct. [CUSTOMER][NEUTRAL] July [CUSTOMER][NEUTRAL] Mhm. [AGENT][NEUTRAL] All right. [AGENT][NEUTRAL] 6392275. [CUSTOMER][NEUTRAL] Actually, oh, OK, 6 and 2, OK. [AGENT][NEUTRAL] Did it let you? [CUSTOMER][NEUTRAL] Yeah, well, no, no, no, I didn't. I was just checking because I saw someone on here twice, but it's because she wasn't on the June bill. She's on here for June and July. That's fine. [AGENT][NEUTRAL] Oh. [AGENT][NEUTRAL] Oh, OK. OK. [CUSTOMER][NEUTRAL] Mhm. [AGENT][NEUTRAL] OK, so [PII], I'm gonna, I've just emailed you. [AGENT][NEUTRAL] A copy of that invoice. I wanna make sure that you get it and that's what you're needing. [CUSTOMER][NEUTRAL] OK, one moment, let's see. [CUSTOMER][NEUTRAL] Let's see. [CUSTOMER][POSITIVE] Yes, perfect. Mhm. [AGENT][NEUTRAL] Is that what you need? OK. [CUSTOMER][POSITIVE] This is what I need. perfect. I appreciate that. [AGENT][POSITIVE] Well, you're very welcome. [CUSTOMER][NEUTRAL] So this is what they're working on like to for us to have access to this because yeah this um OK. [AGENT][NEUTRAL] Yes, the, the correct that they're that you can't currently print out like that, um, so we are having to to email them but you you should now and I wanna make sure that once you submitted your payment, you should have seen that invoice move into the next category from open. [CUSTOMER][NEUTRAL] OK. [CUSTOMER][NEUTRAL] Mhm. [CUSTOMER][NEUTRAL] OK, let's go back. [AGENT][NEUTRAL] Maybe into submitted invoices um. [AGENT][NEUTRAL] Uh, actually I'm not sure what that looks like. Hold on one second. [AGENT][NEUTRAL] And that user guide is pretty um lengthy but you know as far as adding employees it gives you all of that information as well the one that I emailed you. [CUSTOMER][NEUTRAL] OK, we have our like our broker we do it through Employee navigator, so they, they should, I mean, I'm not sure if that took, you know, that came over as well because we had that already set up. [AGENT][NEUTRAL] Yeah. [AGENT][NEUTRAL] Oh, OK. Oh yeah, OK. [CUSTOMER][NEUTRAL] Before, so. [AGENT][NEUTRAL] And that should have that, yes, ma'am. That is something that's obviously out of my scope on that, but yes, any, and if you have any questions about that, you can reach out to your broker about that. But I just wanna make sure that that invoice that you just submitted moved from the open invoices, submitted. OK. All right. Great. Great. [CUSTOMER][NEUTRAL] OK, OK. [CUSTOMER][NEUTRAL] I just, OK. OK. OK. [CUSTOMER][NEUTRAL] Yeah, it's under, it's under submitted. [CUSTOMER][POSITIVE] Yes, it did. Correct, it did. Mhm. So that works perfect. Yes. [AGENT][NEUTRAL] OK. Well, is there anything? [CUSTOMER][POSITIVE] Thank you. This was, this was good. [AGENT][POSITIVE] You are, well, you're certainly welcome. I'm just glad to know that you were able to get that set up. So, do you have any other questions or is there anything else I can help you with? [CUSTOMER][NEUTRAL] Yes, yes. [CUSTOMER][POSITIVE] That'll be it for, that'll be it for today. I appreciate all your help with this. [AGENT][POSITIVE] Absolutely. It was my pleasure and it was my pleasure in talking to you, [PII]. So thank you again for calling APL and I hope that you have a wonderful day. [CUSTOMER][POSITIVE] Thank you. You do the same. Thank you. Take care. [AGENT][POSITIVE] Yes, ma'am. Uh-huh. Thank you. Bye-bye. [CUSTOMER][POSITIVE] Thanks. Bye-bye. Mhm. Bye.