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100

What is the correct stage for anyone we are flipping into disenrolled for January?

AEP Disenrolled 

100

What should be added to the account info page in 1life for every AEP patient that we've confirmed a change of insurance?

2026 Plan Information under Insurance & Benefits 

100

When should we use the (-)flip snippet?

In the campaign notes when a patient is flipped to AEP Disenrolled or when we are unable to update the opportunity and OPP update is Needed 1/1.

200

When completing a PCP change for a patient within the AEP Campaigns, what would be the correct Campaign status? 

PCP Change Completed 

200

What is the correct Close Date for any patient that is flipped into AEP Disenrolled?

1/1/2026

200

For campaign patients that are flipped to AEP Disenrolled after confirming they are assigned for 2026 or completing a PCP change, what is the correct PES Status? 

Awaiting AEP Insurance Confirmation 

300

In total, how many gifts were given during the 12 days of Christmas?

364

300

If a patient is reflected in the DWI Campaign, do we need to continue outreach for AEP?

No, this campaign lets us know they are assigned for the new year. So additional outreach isn't necessary.

300

What mythical figure punishes naughty children in Central Europe?

Krampus 

400

After Sending a PCP Change form to a patient within the AEP Campaigns, what would the correct Campaign Status be?

Emailed PCP Change Form - Check 12/8

400

In what year did Christmas (December 25) officially become a National Holiday?

1870

400

You've connected with a Campaign patient that is active with Humana and you confirm they will be active with Humana for 2026 and are assigned. There has been no change in coverage. What is the correct campaign status for this patient? And is an OPP update needed 1/1?

Campaign Status = Patient is not changing insurance 

No - OPP update is not needed since there will be no change in coverage 

500

You complete a PCP change for a campaign patient, but their opportunity is in a disenrolled stage for 2025. What is the process for documenting this PCP change in the contact?

Update Campaign status to PCP Change Completed & use (-)flip to note the OPP update is needed 1/1. Update insurance information in contact to reflect 2026 coverage. Date OMS Reassignment Step Taken. PEA Owner as yourself 

500

During AEP and OEP, will we complete disenrolled outreaches for patients that are NOT ON AN ACCEPTED PLAN?

NO - These patients will be closed out during the initial chart review and we will send them straight to winback outreach!

500

If a patient calls in and notifies us they will no longer be active with UHC, and provides their new Humana insurance information...Which AEP Campaign do we need to make sure they are added to if not already reflected?

PES Team AEP Insurance Change

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