Advocacy Basics
Holiday in the Hospital
Insurance Sleigh Ride
Advocate Scenarios – Holiday Edition
100

This is the first thing a patient advocate checks when reviewing a new referral.

What is insurance coverage/status?

100

This festive plant is known for being poisonous to pets but brightens hospital lobbies.

What is a poinsettia?

100

This is what we call health insurance provided by the government for low-income individuals

What is Medicaid?

100

A patient calls upset because their application is taking too long. This is your first step.

What is check the case status?

200

This document tells the story of the patient’s journey and must always be detailed.

What are notes/documentation?

200

This jolly figure often visits pediatric units with gifts and cheer.

Who is Santa Claus?

200

This term describes insurance that is active as of the current date.

What is effective coverage?

200

A referral comes in 10 minutes before shift change. This is what a solid advocate does.

What is screen it or properly hand it off?

300

This system is often used to submit, check, or track Medicaid applications.

What is the state portal/Medicaid system?

300

This classic song begins with “Chestnuts roasting on an open fire

What is “The Christmas Song”?

300

This type of coverage is added when a patient gains insurance after being screened.

What is discovery coverage?

300

A patient forgot their documents. This is the form you send to request them.

What is an ROI or document request?

400

When a patient is in the hospital, this is the type of screening we perform to determine eligibility.

What is a financial eligibility screening?

400

 Many hospitals hang these sparkling decorations—just don’t put them near medical equipment.

What are Christmas lights?

400

This type of application is for patients who are older, blind, or living with disabilities.

What is ABD?

400

A patient has no insurance and needs help paying their bill. This is the program you might assess them for.

What is financial assistance?

500

This is the term used when an advocate follows up on a case that hasn’t moved in a while.

What is a case touch / follow-up?

500

This reindeer leads the sleigh and also shares a name with a popular children’s movie.

Who is Rudolph?

500

This is the 10-letter word for the process of verifying patient information with the state. 

What is verification?

500

A patient was denied but qualifies on appeal. This is what you file.

What is an appeal application?

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