Looking for more help with your compliance and verifications? Reach out to us to learn more about Verify and Comply!
1. Locate the Applicant
You can use the Applicants & Personnel Saved Views or the magnifying glass to complete a search.
2. Select the Applicant
Identify the applicant's name and click on it to initiate the Clearinghouse process.
3. Click on Task
Once you are in the applicant's profile, click on Task.
4. Create a Task
Under the Task tab, in the instructions area, type "Ready for Clearinghouse" to indicate that you are ready for the driver to be sent the Clearinghouse Query Request.
5. Assign the Task to Clearinghouse Request
6. List Clearinghouse Request as the Watcher
You may also list other Watchers if you'd like.
7. Update the Due Date
You can leave the Due Date as today's date or enter a future date.
8. Update the Due Time
Our Team begins the Clearinghouse Process when we receive the task notification. The Due Date and Due Time do not determine when the process begins. When we receive the notification for the Task you create, we begin working on it.
9. Click Save task
Once you click Save task, the task is sent to the Clearinghouse Team.
