Systems
ICARE
KPI/Metrics
Tech
Medicare 101
100

Booking an appointment outside of this system and you'll lose credit 

What is Salesforce

100

Must be stated within the first 3 minutes of the call. 

What is Correctly describes OSH 


"We are a primary care doctors office for adults on Medicare." 

100

KPI is an acronym  for what? 

What is Key Performance Indicators 

100

All agents are required to be what to their internet source 

What is hard-wired

100

Helps cover inpatient care in hospitals, skilled nursing facility care, hospice care, and home health care.

What is Part A (Hospital Insurance)

200

Don't sweat it, Salesforce will lead you here when it's time to confirm (book) your patient's appointment

Note: We can only start in this system first if the patient has a pending upcoming appointment that has not yet passed. 

What is Canopy 

200

 Things about Oak Street Health that makes us different from other doctor offices. Things that we know make us stand out in people’s minds!!

What is Unique Value propositions

or

What is UVPs


200

[Total Login Time] - [Total Unavailable Time] / [Total Login Time] refers to what KPI?

What is occupancy 

200

When technical issues arise, an agent must attempt to troubleshoot their issue and notify their Supervisor (or managing supervisor) within how many  minutes via chat

What is 5 minutes 

200

Helps cover: Many preventive services (like screenings, shots or vaccines, and yearly “Wellness” visits)

What is Part B (Medical Insurance)

300

Universal system used to check patient eligibility. 


Note: See Medicare plan details  

What is OneSource 

300

This is a compliance statement that MUST be read verbatim on each call.  

What is Communication opt In. 


"Would you like to receive a text confirmation for your appointment?
 You will also receive other texts and/or automated or pre-recorded calls from us about your appointments and your healthcare. This is voluntary and you can opt out at any time."

300

[Total Calls Made] / [ Total Appointments Scheduled] refers to what KPI

What is conversion rate 

300

If ISP issues persist after how many hours must you log off and time becomes unpaid? 


What is after 2 hours

or 

What is 2 hours 

300

Known as Part C

What is Medicare Advantage 

400

How you ensure you are paid on time AND accurately 

What is Workbrain  

400

This behavior ensures the patient clearly understands what to expect during their first visit. 

What is welcome visit expectations 

400

This metric allows you to see patient show rate 

What is completion rate 

400

An agent has how many business days to submit documentation of the issue?

 (such as information posted by the internet or power provider or contact with customer service to obtain documentation).

What is  1 business day

400

Helps cover the cost of prescription drugs (including many recommended shots or vaccines).

What is Part D (Drug coverage)

500

Access this system to complete annual compliance trainings. 

What is the learning hub 

500

Questions asked to identify patient pain points and provide a personalized UVP. 

What is Probing question 1, 2 and 3 

or 

What is probing questions 

500

This metric allows you to see your rate to target

What is percent to goal 

500

Failure to follow the outlined expectations and processes will be considered what?

and can lead to disciplinary action up to and including termination. 

What is Call avoidance 

500

Extra insurance you can buy from a private company that helps pay your share of costs in Original Medicare

What is Medicare Supplemental Insurance


Or

What is  Medigap

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