RTM
CRM BLUE
Compliance
Universal Behaviors
Refill
100

What tab comes second in RTM? 

Diabetic Supplies

100

What button do you select to make a case in crm blue?

New Case
100
What statement should be provided when a mbr does not enroll? 

Closing. Your decision today has no impact on your plan membership 

100

How do we get a dual? 

Asking for other members in the home

100
What pieces of information are needed to verify a RTE call?

Name plus 3 identifiers: 

DOB 

ZIP

H#

Medicare ID

Phone number associated with account

Street or House address 

200

What is the first verbatim you read before entering RTM?

May I have your permission to view your humana prescription claims? 


This one time permission is voluntary and has no impact on your plan benefit. 

200

Where can the POA/Consent form be found? 

Details tab  

200

What must be read before providing prices?

Pricing Disclaimer

200

What should follow ... "thank you for choosing to learn more about centerwell pharmacy..." in your greeting?

Formally Humana Pharmacy 

200

Should we ask general or specific questions about medications? 

Specific. 


Generic question such as "do you need any other refill" gets us shut out. Ask specifically about the name

300

When done covering all medications listed in rtm what question should you ask next?

Are there any other medications missed? 
300

Where would you look to see if we have received medications back from the provider? 

Mail Order Tab , Mbrs Prescriptions 

300

What pieces of information do you need to verify inbound calls?

Name/Dob/Zip

300

What type of plan covers diabetic supplies? 

MAPD , MA 

300

What pieces of information are needed to recap an order? 

 Recap the Order by confirming Name & strength of medication being refilled and/or placed on Auto Refill program; confirm the complete shipping address (2nd time) on the “Create Order Screen.”

400

What is the full absolute yes question? 

May i have your permission to fax the provider, fill the requested items through Centerwell pharm and if nec request prescription from local pharm 

400

Where do we check to see if a member has a balance? 

Mail Order Tab > Demographics > Balance Due

400

What is the name for forcing someone to enroll?

Steering 

400
Is asking a member "hows ur day" enough to satisfy building rapport ? 

No. We should be asking ourselves did we learn something outside of business needs. AKA

400
What are the turn around times for orders? 

7-10 from docs response for new or renews

7-10 for NEW RX 

5-7 for Refills 


500

What disclaimer needs to be read before the absolute yes? 

The Network Disclaimer

500

What is the dispo for a member who we just sent a new fax in rtm only ? 

RTM BPO > Mbr Accept

500

If you miss any verbatim during the process this means you would pass or fail your call? 

Fail 

500

What are ways we can make a mbrs call above and beyond? 

Using their name

Bringing an upbeat inviting tone

Being polite 

Answering all their questions and concerns

Follow up with a mbr whose truly concerned about their meds. Show we care. 

500

How much is expedited shipping? 

6.99$ at members expense unless given permission from TL 

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