Do's and Don't
When to Escale
Email Templates
Scenarios
100
Which language to use:


A. Ok

B. Yes, I understand

B. Yes, I understand

100

True or False - Do we escalate to your Manager and Director:

When a customer includes a Manager, Director, or C-Suit on an email

True! Always escalate to Manager and Director when a customer includes a Manager, Director, or C-Suit on an email.

100

What color font should be utilized in the body of the email?

Black

100

 Licensing Board is frustrated with continuous emails and/or phone calls 


Correct response.

Thank you for your message.  We do understand and hear your frustrations.  How can we accommodate to help reduce the number of out reaches

200

Which language to use:

A. Can you please provide clarification surrounding #specific item?

B. I don't understand

A. Can you please provide clarification surrounding #specific item?

200

True or False - Do we escalate to your Manager and Director:

If a customer mentions canceling a contract

True! Always escalate when a customer mentions canceling a contract.

200

What theme font and size for body of email?

Calibri (body) size 11

200

Facility wants CAQH Username/Password  

Thank you for your message.  The CAQH Username/Password is owned by the physician and managed by TeleSpecialists Credentialing & Licensure team.  If you have a particular item which you need updated or have a question, please let me know so we can assist.

300

Which language to use:

A. We was to be conscious of your time.  Do you have a time and day which works best for you?

B. We have to meet at this time

A. We was to be conscious of your time.  Do you have a time and day which works best for you?

300

True or False - Do we escalate to your Manager and Director:

When a customer state they want to speak with Leadership.

True! Always escalate to Manager and Director if customer wants to speak with Leadership

300

Is this an acceptable signature?


Ana Samulak

Director, Credentialing & Licensure

TeleSpecialists, LLC

www.tstelemed.com





No, missing phone number 

Ana Samulak

Director, Credentialing & Licensure

TeleSpecialists, LLC

www.tstelemed.com

C (239) 994.6816




300

How many more physicians are you planning on credentialing? You currently have #. We are at our limit. 

How would you respond?


Correct Answer: Thank you for your message.  Yes, you are correct we do have # physicians.  Based on the need of your facility and our schedule we will continuously privilege at your facility.  I’ve included my manager/director on the email if you have further questions. They will be happy to assist.  

400

Which language to use:

A. Thanks

B. Thank you

B. Thank you

400

True or False - Do we escalate to your Manager and Director:

A customer is continuously responding promptly without any issue.

False! If a facility state they do not want to have contact then we escalate to Manager and Director

400

What is an appropriate greeting when initiating an email?

Good morning

Good afternoon

Good evening

400

Facility wants CAQH Username/Password   

What is the incorrect response? 

Sorry. This is not our process. 

Correct response: Thank you for your message.  The CAQH Username/Password is owned by the physician and managed by TeleSpecialists Credentialing & Licensure team.  If you have a particular item which you need updated or have a question, please let me know so we can assist. 

500

Which language to use:

A. This is a sensitive subject if you could please provide us with your manager/directors contact information

B. Who is your boss?

A. This is a sensitive subject if you could please provide us with your manager/directors contact information

500

True or False - Do we escalate to your Manager and Director:

Application will deny and needs to be withdrawn

True! Always escalate whenever a customer mentions a denial

500

What is an appropriate way for email closing

Respectfully,

Thank you,

Sincerely,

500

By TJC we have 10 days to notify you of the privilege dates 

What is the incorrect response?

We need them immediately. 

We should say: Thank you for your message.  Yes, you are correct TJC does allow 10 days to provide privilege dates.  However, our process is slightly different with Telemedicine.  If we do not receive the privilege dates immediately, we need to remove the physician from the schedule, which means your patients would not be able to see the physician.  We do not need an official letter we can accept an email with the dates. It would be greatly appreciated. 

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