Warm Transfer or Conference Call
Soft Skills and Behavioral Skills
Call Pathway: Benefits
Call Pathway: Payments
Enter Call Pathway: Delegated Vendors
100

Case Management

What is Warm Transfer?

100

Requires to listen with the intent to understand and identify the needs of the member.


What is Active Listening?

100

The step taken after looking up a doctor for the member

What is offering to make a doctor's appointment while the member is on the phone?

100

"Are you aware of our auto-payment option?"

What is Educating the Member on Auto-Pay Option?

100

Horizon Dental phone number

What is 1-800-433-6825

200

Prime Therapeutic

What is a Conference Call?

200

analyze information obtained while, simultaneously, evaluating that information in order to determine next steps, a solution

What is Critical Thinking?

200

"Yes, Dr. Jones is in network. He's a Tier 2 provider. If you are open to seeing another provider, I can locate a Tier 1 provider and explain to you the difference."

 Educate on Tier 1 vs Tier 2

200

"I can certainly take your payment today. Do you have your payment information?"

What is taking a payment?

200

Member needs info on rental or purchase for Durable Medical Equipment

What is Care Centrix's 

300

Davis Vision (Member has vision coverage)

What is a Conference Call?

300
Taking ownership, de-escalating emotions, and using transition phrases.

What are Examples of Call Control?

300

"If you have a few minutes, I would be glad to show you how to use our on-line doctor and hospital directory."

What is Educating the Member on the on-line Doctor/Hospital Finder?
300

"Yes, we received your payment of $343.27 on January 15."

What is providing a status of a payment?

300

1-866-969-1234

What is EviCore's phone number?

400

Carecentrix

What is Conference Call?

400

To identify issues or analyze information provided by the member and using knowledge and data to effectively identify and implement possible solutions.

What is problem solving

400

"Are you aware that ABC Hospital is not in the OMNIA network?"

What is educating member on OON providers

400

"Are you aware you can update your payment information on HorizonBlue.com?"

What is educating the member on the member portal?

400

1-800-626-2212

What is Horizon Behavioral Health's Phone Number?

500

Behavioral Health Clinical

What is Warm Transfer?

500

This can be accomplished by taking into consideration and showing sensitivity to the members reason for calling and tone of the member/call.

What is Empathy

500

"You can also view your benefits online on horizonblue.com"

What is promoting member online services

500

"Your reinstatement is all set. I'm reviewing your claims history now to check for any eligible claims adjustment."

What is handling a reinstatement call?
500

  Pre-Service Medical Necessity and Appropriateness Review(MNARS)

What is Magellan RX

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