Sending the Unverified Sales Questionnaire to CRBs

Sends to CRBs if unverified sales are found within the time period for specified CRBs

The Unverified Sales Questionnaire allows you to request fixes and explanations from retail CRBs when sales in their POS data appear inconsistent with compliant activity.

This article explains how to set it up, send it, and review results.

What the Questionnaire Does

• Sends automatically to CRBs based on the distribution list if unverified sales are found within the time period.

• Provides a CSV snapshot of unverified sales for a specific time period.

• Prompts the CRB to indicate what action they took to resolve discrepancies.

• Automatically kicks off a re-ingestion IF POS source data was changed and that option was selected within the questionnaire.

• Submits their response back to you for review in Green Check.

Distribution Types

The questionnaire can be cloned and configured for specific time periods, such as:

• Weekly

• Monthly

• Quarterly

• Semi-Annually

• Annually

• Or another custom frequency

When distributed on a schedule, it automatically pulls unverified sales from the period you selected.

Setting Up the Questionnaire

1. Clone the Master Template

   • Go to Settings > Questionnaires > New Questionnaire > Use a Template and locate the Unverified Sales Questionnaire (Retail).

     

   • Clone it, rename it, and set your desired frequency (monthly, quarterly, etc.). Click Create Questionnaire.

     

2. Turn on Distribution and add CRBs to the Distribution List

   

    

   Important: In this initial version, you must add the CRBs you want to monitor for the chosen time period.

   • The system will only send questionnaires to CRBs on the distribution list.

3. Confirm Auto-Distribution by clicking Distribute Questionnaire from the modal

   • Once set up, the questionnaire will automatically go out on your chosen schedule to the CRBs on your list.

   • If a CRB has no unverified sales for the period, the questionnaire will be suppressed (not sent). 

Send a One-Time Questionnaire (optional)

1. Send a one-time distribution in Accounts

   • Go to Accounts > Questionnaires and locate the Send Questionnaire Now button.

   • Choose the Unverified Sales Questionnaire, enter your date range, and click send. The questionnaire will only send if there are unverified sales found for that time period.

What CRBs See

• They'll receive a notification that they have a new questionnaire to complete.

• It will include a CSV download of the unverified sales for the time period.

• They'll be required to take action and indicate what they've done to correct the issues (e.g., updated POS, corrected SOPs, contacted provider, no action, other).

• If they made corrections to their POS, Green Check will automatically reingest the sales for the time period. This will happen automatically if and when the POS option is chosen and the CRB completes the questionnaire.

Where to View Responses

• Accounts > Questionnaires — View the questionnaire responses associated with each CRB.

• Tasks Table — See system-generated tasks linked to the questionnaire; tasks will be auto-completed once the CRB submits their response.

Tips for Use

• Be selective: Only add CRBs you actively want to monitor for the chosen time period.

• Review responses: Use both the Questionnaires and Tasks tables to track and follow up as needed.

• Leverage the CSV snapshots: They serve as a “before” record, making it easy to compare against updated POS data after reprocessing.

• Can use a one-time distribution if needed to select sales from a specific time period.

✅ This tool helps you standardize how you collect CRB explanations for unverified sales, ensuring consistent monitoring and clear records for compliance.