Basics & Rules
Adding & Editing Procedures
100

The number of "tools" available to add insurance in Athena.

What is 3 (Determinator, Cheat sheet, Dictionaries 120)?

100

The first step you take before adding any insurance.

Open up Insurance tab and confirm if it’s already listed/check details.

200

True or False: You only add insurance if you are running eligibility.

False (Always add it!).

200

If you see a term date but the caller says it’s active, you do this.

Remove the date and run eligibility.

300

Which insurance types require eligibility to be run?

What are Primary insurances?

300

The method used to confirm an ID with a caller to prevent errors.

Repeat the ID back and use the phonetic alphabet. (Some insurance companies have alpha prefix or letters included in the ID)

400

Why should you avoid labels like "Commercial Insurance 1 or 2"?

Interferes with running eligibility. (Should only be used if Secondary FSC is the same as Primary) 

400

An example of an edit allowed on existing insurance info.

Updating the ID or Group number if the company/FSC remains the same.

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