Password Reset
Forms/Registration
Documentation
Call Flow/Quality
Wild Card
100

Where do you reset a member's password?

SSO

100

Where can you find the link for webforms?

Contract help

100

From these 4 options what do we use to create a case:

A). Engagement

B). Customer Service- support

C). Inbound

D). Customer Service- Supervisor

B). Customer Service- support 

100

What do you have to state in the greeting of an inbound call?

Thank you for calling, name, position, and how can I help you.

100

What happens for COC members who do not complete all 3 requirements?

Insurance will increase. 

200

What is the best way to search for a member in SSO?

Using their email

200

What do you have to do in order to mail out a paper RAT?

Register the member and read the terms and conditions.

200

What are the 4 parts of the MSR template?

Reason for Call:

Actions Taken:

Resolutions:

Critical Information:

200

What question do you have to ask at the end of every call?

Is there anything else I can help you with?

200

What is the difference between urgent and emergent?

Urgent: Not immediate danger or harm to self

Emergent: Immediate danger to self or others

300

True or False: Passwords are not case sensitive 

False. Passwords are case sensitive

300

How do you sign up a member who doesn't have an email address?

Make up an email using their streetaddress@mailinator.com

300

True or False: We document in trackvia for every call we take

False. We document in CCH for every call.

300

What should you say to confirm the ability to assist?

I can definitely look into that for you

I can help you with that


300

What does an RTA do?

Exempts member from completing biometrics- member still has to complete WBA/RAT

400

What fields are you allowed to change when resetting a member's password on SSO?

ONLY the password. Can not change any of field.

400

True or false: you don't have to read the terms and conditions verbatim. 

False. You have to read all of the terms and conditions verbatim.

400

True or False. We document the exact password that we reset for the member in CCH. 

False. We never document the password in CCH. 

400

What do you let the member know when summarizing the call?

The next steps and things you went over on that call

400

What are the different types of screening options?

Fingerstick, PSF, onsite screening and outside vendor

500

When do you create a zendesk ticket for a password reset?

  • If the member’s identifying information does not match 

  • The password reset does not work

  • If you are sure the member is registered and they do not show up in the SSO admin

500

Where can you find the links to order paper forms in contract help?

Under the member services tab.

500

True or false: We document that we filed a complaint in CCH.

False. We do not document that we filed a compliant. We still document the call though

500

What happens if the member does not verify all PHI?

Can not continue on with the call and must update information with HR/benefits

500

When is the last day for a member to register/reschedule/cancel an onsite screening event?

10 days prior to event.

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