Tasking
What task number should you set if a bene is waiting to start their job or we have learned a bene has started a job but we don't have enough information to enter the RTW information?
4631: Bene Found Employment-Future Start Date
What Notepoint is used to complete a 1st check-in?
AES-Initial Contact. You may also use this if it is a transfer file and it is your first contact with the beneficiary.
What is SGA for 2022 and TWL for 2022?
What screen can you find the employment information in the AS4 System?
Employment Tab
What 3 factors are options to secure a call?
Zip code, last 4 of SSN, DOB
What does Urgent priority mean for a task?
Tasks marked Urgent should be prioritized in a VCMs day to complete first. Let's review which tasks are considered urgent.
What Notepoint is completed if a bene is no longer interested in participating in the TTWP?
AES-Unassign Ticket
What phase of the program can the bene make as much as they want to without it affecting their benefits?
TWP
The RTW status is updated in AS4 when what takes place?
A Start/Stop Notepoint is completed.
True or False: You only have to copy and paste an email received from a bene into the talk notes if you respond to it?
False. You must document every email interaction in the talk notes.
What task numbers are associated with hot and medium leads?
4570=Hot Lead
5886=Medium Lead
What Notepoint is used to capture general notes regarding interaction with benes?
AES-VCM Note
When is the cessation period?
As soon as bene completes 9 TWL months the EPE phase immediately starts whether the bene is working or not. Cessation will occur if bene is earning at or above SGA following the 3 month grace period when TWP ends.
The Employment tab is updated when what takes place?
A 820/821 is completed.
True of False: Informing benes that a call is recorded for quality purposes is required at every phone interaction.
True. Use the check box within the Notepoint to capture this in the talk notes.
If completing a 1st check-in and the bene is not able to be reached what should a VCM do?
Leave a voicemail if possible, send introductory email, disposition task to a 2nd check-in
What is the "AES - CM/ACM Voicemail / Email Rcvd" used for?
This Notepoint is used to capture an email received by a bene. The email can be copied and pasted into this notepoint, then check off the callback needed box which creates a callback task. The callback task can then be dispositioned to capture the work done in the case in the VCM's metrics.
What is the third phase of the program?
EXR
Which tab provides the bene's demographic information?
General Tab. Bonus Question: how is a bene's address and/or phone number updated?
TPMs must be on file every _____________ days.
30. Bonus Question: Why?
If a bene has been unresponsive to attempts to follow-up on hot or medium lead tasks what option does a VCM have?
Cases like this can be sent down the cold path by choosing BN not ready for VCM services-Set Unemployed 3rd check-in. This brings the case over to the WIS team. If the bene gets back in touch and ready for services it will get assigned back to the VCM.
What Notepoint is used when a VCM needs to find out if an employed or recently employed bene's case can be closed?
A/R Assistance Needed
How many months can a bene keep their Medicare benefits after their trial work period?
93 months which is almost 8 years!
True of False? You will always find the bene's diagnosis listed in the Diagnosis Tab.
False, you may see "Bene did not want to disclose."
What must a VCM do when they receive a resume from a bene to review and/or provide feedback?
Image to efolder and save to case manager resume folder