crm
what does crm stand for
customer relationship management
what is the interaction log used for?
provide details of with and about contacts
What page or screen must be displayed to associate the information you've entered in Quick start to the member policy.
Plan member page
what is quick start
a tool to collect the details of a call
what is an interaction in CRM
any contact to or from Humana such as calls or correspondence
What must you do when creating a case on a provider only call.
select the associate to policy box
what option is used to transfer a case to another area
save and transfer
This button in the interaction log can cause community issues and should not be used. What do we use instead?
Clear button: reset
When looking for an interaction that is 14 + months old what 2 places would you look?
archived interactions and legacy contact history
What is the best search field to use when searching for a provider?
NPI
Bob from Immediate care calls to update their phone number and billing address. You are ____ with the provider.
Interacting With
The policy you are viewing has been deleted, termed, or voided for over 2 years and has no active coverage.
legacy delete
What calls require FULL documentation
Rachel from medical group calls about a member, Linda... You are ____ the provider, and ___ the member
Interacting with, interacting about
What is it called when perform a NAME search for a provider.
Fuzzy Search