Call Basics
Communication & Best Practices
HIPAA & Complex Scenarios
Call Dispositions
Patient Communication
100

The primary goal of external communication.

What is to format and present information in a way that reflects positively on the company?

100

The recommended order of steps when handling an upset patient.

What is to stay calm & focused, listen to the patient, identify & acknowledge the problem, and offer a solution?

100

The difference between an inbound and outbound call greeting.

What is that an inbound greeting includes a thank you and how you can help, while an outbound greeting includes your name and reason for the call?


100

What should you do at the end of every call.

What is to select a disposition?

100

What patients want to know regarding their prescription status, even if there are no new updates.

What is their status?

200

The four key elements of external customer service.

What are trust & rapport, active listening, problem-solving, and attitude & tone?

200

Two things to avoid using when leaving a voicemail for a patient.

What are sharing PHI and using a generic greeting?

200

The steps you must take to ensure HIPAA compliance when a patient's family member calls for an update.

What is to verify two identifiers and ensure the patient has given permission to speak with a family member?

200

The disposition you should select when a call is regarding helping a patient with affording their medication.

What is financial assistance?

200

The concept of showing understanding to patients who are stressed or worried.

What is empathy?

300

The meaning of the acronym HIPAA.

What is the Health Insurance Portability and Accountability Act?
300

The reason why it's important to avoid using medical abbreviations and complex terms with patients.

What is to ensure clear communication that is simple for them to understand?

300

Why it's important to inform patients of their prescription status even if there are no new updates.

What is to provide a positive patient experience and keep them informed?

300

The sub-status you need to select after choosing the "Patient" disposition.

What is to select an appropriate sub-status?

300

The communication style that is simple and easy for patients to understand.

What is clear communication?

400

The number of identifiers that must be verified before discussing protected health information (PHI).

What is two?

400

Two examples of people, besides patients, who benefit from effective communication.

Who are providers, stakeholders, and outside consumers?

400

A tactic to avoid "dead air" on a call, and its overall benefit. 

What is to inform the patient what you are doing during the call to keep them engaged?
400

This is what you can improve by choosing a disposition at the end of every call.

What is data accuracy & understanding of call types?

400

The reason why interrupting a patient while they are explaining their issue should be avoided.

What is that it can imply a lack of respect?

500

Two key components of a good outbound call greeting.

What are providing your name and purpose of your call?

500

The best practice for documenting contact attempts with a patient.

What is to document every attempt in the Platform?

500

The disposition you should select for a call that is not related to conversion or scheduling.

What is n/a?

500

When you would choose the "Successful Conversion" disposition.

What is when you convert a patient to the clinic dispensary?

500

The suggested actions to avoid "dead air" on a call.

What are informing the patient what you are doing, making small talk, or using hold?

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