CRM Basics
customer relationship management
What is CRM?
documentation tool to provide details of with and about
what is interaction log?
This page or screen must be displayed to associate the information you've entered in Quick start to the member policy.
What is plan member page (umbrella page)?
a tool to collect the details of a call
what is quick start
any contact to or from Humana such as calls or correspondence
What is an interaction?
Option you select when creating a case on a provider only call.
What is the associate to account box?
a tool used to transfer a case to another department
what is save and transfer
The button on the interaction log that should not be used
what is clear?
When looking for an interaction that is 14 + months old this is the places you would look?
What is Archived history?
the best search field to use when searching for a provider
What is NPI
Bob from Immediate care calls to update their phone number and billing address. You are ____ with the provider.
What is Interacting With&About?
The policy you are viewing has been deleted, termed, or voided for over 2 years and has no active coverage.
What is a legacy delete policy
calls that require FULL documentation
what is supervisor escalation?
Rachel from medical group calls about a member, Linda... You are ____ the provider, and ___ the member
What is Interacting with, interacting about?
When you perform a NAME search for a provider.
What is a Fuzzy Search