WV
Cases to solve
Growth
Retention
Who Ya Gonna Call
100

The source of truth

What is One Source?

100

First step

What is move the case to "working"

100

Tracking that PRM creates to update MC growth

What is a Opportunity?

100

1st check in with patient

What is a 30 day task?

100

When a pt. wants to switch to a different OSH provider

Who is the Practice Manager?

200

How Medicaid/Supplemental/Medigap plans are inserted in GWY.

What is secondary?

200

Proof of OSH provider or on Managed Care

What is a One Source report?

200

Dental, Vision, Gym membership, OTC, meals, transportation, etc.

What are Medicare Advantage benefits?

200

We know their happy when they're in this bucket

What's in "engaged"?

200

When a patient loses their Medicare card

What is Medicare?

300

Medical history going back 3 years

What is the Blue Button?

300

When a patient does not appear in adjusted membership after put into closing.

What is a Flow Through Case?

300

Acronym process for addressing MC patient objections

What is CANI: Clarify, Acknowledge, Neutralize, Inform


300

Where all pt. interactions are located

What is the activity log (log a call/create a task)

300

When a Dr. needs to know a drug tier

What is the formulary?

400

Primary Insurance

What is Medicare or Medicare Advantage?

400

When a patient "drops" from the adjusted membership report, this is created

What is a Dropped Case?

400

Proof that a pcp switch occurred.

What is a confirmation number?

400

When a patient needs a different plan and they are eligible to switch.

Who is the agent?

400

Patient needs a PA

Who is the nurse?

500

Medicare + Medicaid

What is dual eligible?

500

Billing, Complaint, Eligibility

What are cases a PRM can create?

500

All patients on managed care with an OSH provider

What is the Adjusted Membership Report?

500

All the info patients need given by the PRM in January.

What is the retention packet?

500

An agent doesn't show up for agent of the day.

Who is Rachel?

M
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