Guarantor Notes and Documentation
Do's and Don'ts During Calls
Abbreviations
Disclosure Requirements
Greetings
100

True or False 

You must always leave a Guarantor Note, even if you never opened the patient’s chart.

What is False?

100

What should always be offered to the caller before warm transferring a call?

What is the phone number for the department the call is being transferred to?

100

In Epic, this acronym is used to identify a patient's medical record number.

What is MRN?

100

With what types of calls would a caller need to be notified that the line may be recorded?

What is outbound calls?

100

This company must be included in the greeting to meet the standard requirement.

What is Mayo Clinic? 

200

There are ____ documented (in shelf) ways to access the Guarantor Notes.

What are 3?

200

The type of transfer where you introduce the customer and provide context before handing off the call.

What is a warm transfer?

200

ENT, PACC, OPX, HIMS are Abbreviations for different ______ 


what are Departments? 

200

What types of calls is disclosure usually NOT needed because the system already said it?

What are inbound calls?

200

What is the first thing an agent should provide when answering an in bound call?

What is a greeting? (Such as "Hi", "Hello", or "Good Morning".)

300

True or False? 

If a call is misdirected and you transfer it without reviewing any patient information, a guarantor note is still required.

What is False?

300

these scenarios/ actions during a call can trigger an ____-review .  ( Violation Protected Health Information (PHI), chewing, eating, Drinking Loudly, or browsing websites (Non Mayo Intranet/not call related)

What is Auto- Review

300

This acronym stands for a notice that is given to a patient when Medicare may not cover a service.

What is an ABN? 

300

This type of call always requires you to tell patients calls may be monitored and recorded.

What are outbound calls?

300

Along with their department, the agent must provide this personal detail in the greeting.

What is their name?

400

True or False? 

When there is a referral or authcert associated with what the call is regarding, a guarantor note is NOT required.

What is True? 

400

This includes chewing, eating, or making loud drinking noises while assisting a caller.

What is unprofessional behavior (or things not to do) during a call?

400

Abbreviations for the 4 Mayo clinic Regions are

What are RST, FLA, ARZ, and MCHS

400

What should be provided to a caller when they are joined into a call and have NOT gone through the IVR?

What is a notice that the call is being recorded?

400

Besides the company, the agent should also mention the  _________ when introducing themselves on the call.

What is the department name? 

500

When unable to access patients referral or authorization/certification record for any reason you must document the interaction in the ___________. Even if it is not prior authorization related

What are Guarantor Notes? 

500

What is the maximum amount of ring time allowed before answering a call?

What is 25 seconds or less?

500

These two smart phrases OSFILMS & OSFACILITY were created to replace the following Non-Approved Abbreviations

What are - Outside Films &  Outside Facility

500

When a patient calls into Mayo Prior Authorization, what is the name of the system that advises that the call may be recorded?

What is the IVR?


500

What is the reverse greeting that is often recommended to use when taking inbound calls?

What is "With whom am I speaking with today?"

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