HIPAA, Handle It!
Where Does It Go?
Refill Roulette
Macro Mastery
Eligibility Detective
100

This federal law protects member health information and privacy.

What is HIPAA?

100

When a member wants a new coach, those requests are routed here.

What is the Coach Manager queue?

100

Members should submit refill requests through this location.

What is the refill request form in the Calibrate app?

100

This should always be your last step before sending a macro response.

What is proofreading for personalization, spelling and grammar? (any and all of these are acceptable)

100

Before escalating an enrollment issue, you must verify this link.

What is the Join Now Flow (JNF) link?

200

Discussing or sharing member information with a family member is covered in this SOP.

What is Family Members and HIPAA?

200

This group handles claims blocks at the pharmacy.

What is Care Coordinator Clinical?

200

Before responding to a refill inquiry, you must check this section in Calibrate Central.

What is Medications?

200

This macro is sent when an Optum enterprise member requests cancellation.

What is /Member Initiated Disenrollment Confirmation Optum or NFI?

200

New insurance records may take approximately this long to appear in eligibility files.

What is one week?

300

PHI should not be sent via this method unless a HIPAA form is on file.

What is email?

300

Requests for scale replacement after completing Withings troubleshooting are sent here.

What is Care Coordinator Experience?

300

This is where you'd click in Calibrate Central if the member is unable to submit a refill request in app.

What is Notify Member for Refill?

300

This macro is used when the scale display is not turning on.

What is /Scale Display Not Working?

300

Paychex members must have this approved before they are eligible.

What is a prior authorization?

400

This is the only third-party with which we can share member information without a HIPAA form on file.

What is FedEx Choosewell?

400

This group will handle requests to reschedule a coaching appointment if the member is unable to do so themselves.

What is Coaches?

400

This macro is used when a refill request has already been submitted.

What is /Refill Already Requested?

400

This is the macro we send when a member requests medical records or other PHI.

What is /Medical Records Request?

400

This team is responsible for eligibility error callback requests.

What is Tier 2?

500

Labs, clinical intakes, coaching notes, program dates, payments, and Calibrate Central details are all this.

What is medical records or PHI?

500

This is where tickets are sent when the caller gets an ineligibility message when trying to sign up.

What is Tier 2?

500

This type of refill request is out of scope for Tier 1, and GBAs should never proactively offer this service.

What are courtesy refills?

500

If a DTC member requests reinstatement within 30 days, this is the macro we use to send to Tier 2.

What is /MX Tier 2 Handoff?

500

This is the first troubleshooting step in the Enterprise Client Eligibility & Enrollment Troubleshooting SOP.

What is confirm the caller is using the correct spelling of their first and last name?

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