Define
Dental
Vision
Call Guide
System
100

also called a consumer-driven health plan, is health insurance with lower premiums but higher out-of-pocket costs when you need care. An HDHP can be any type of health insurance plan, including a preferred provider organization (PPO) or health maintenance organization (HMO) plan. What sets it apart is its deductible.


What is HDHP? 

100

A dentist who specializes in treating dental and facial anomalies. 

What is Orthodontist? 

100

 Doctor of Medicine (MD or DO) who specializes in the diagnosis and treatment of eye disorders. They can perform routine eye exams as well as perform surgery.


What is Ophthalmologist? 

100

T/F: Do not use Mr. and Mrs.

True

100

To put yourself in a Aux state, where do you go? (2 Steps) 

1. Nice 2. Max Agent 

200

plans are health insurance that combines elements from an HMO and PPO. With a POS plan, you can receive care from an in-network or out-of-network provider, but you pay less for going in-network. It’s similar to the PPO model in that respect.

What is POS?

200

T/F: Health Insurance does NOT work with Dental Insurance.

True 

200

Are licensed to exam the eye, diagnose visual defects, perform tests to diagnose eye disorders, and dispense prescription for eyeglasses and contact lenses.


What is Optometrists (OD)? 

200

“May I call you (insert the caller’s ___ name)?"

First Name. 

200

When putting in the notes for a caller, where is that done? 

UD, Unified Desktop. 

300

Is a health insurance plan that only allows you to get health care services from doctors, hospitals, and other care providers who are within your network. Your insurance will not cover any costs you get from going to someone outside of that network.

What is EPO? 

300

Dentists are committed to the oral health of children from infancy to adolescence.


What is Pediatric Dentist?

300

Are the professionals who fill prescriptions from an ophthalmologist or optometrist for eyeglasses or contacts lenses.

What is Opticians? 

300

Ask for ___,___ and ZIP CODE.

4 SSN and DOB

300

T/F: We use Bswift Sandbox during production. 

FALSE

400

 Is a type of health insurance plan that offers you a network of doctors and hospitals for care, but doesn’t require you to choose a primary care physician (PCP).

What is PPO? 

400

Often known as maxillofacial surgeons, are trained to conduct any type of facial surgery.

What is Oral Surgeon? 

400

What are the name of the 3 Vision Physicians? 

Opticians, Optometrists (OD) and Ophthalmologist

400

OFFER ___, OFFER ___ OFFER ____!!!!!!!


SURVEY

400

Bswift

YOU WIN 400 points. Lucky you!!!

500

 is a tax-advantaged account that can be used to pay for qualified medical expenses, including copays, prescriptions, dental care, contacts and eyeglasses, bandages, X-rays, and a lot more.

What is HSA? 

500

T/F: HMO’s will NOT have a co-pay and services must be completed In Network. Most have a PCP. 


False

500

Name 4 Vision Services. 

Routine eye exam

Lenses

Frames

Eye exam with refraction for a medical condition


500

T/F: It's okay to use "that" during the call. 

False. 

500

T/F: We do a cold transfer when dealing with a manager escalation. 

False. 

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