Phones 1
Scheduling a P2P
Portal Adoption & Provider Resources
Phones 2
Troubleshooting
100

The main process document for Intake Specialists taking inbound phone calls.

What is Inbound Phone Process?

100

MDs, Nurse Practitioners and Physicians Assistants

What is with whom the P2P can be scheduled?

100

The work instruction designed to be a resource for understanding portal adoption and navigating the resources available to our providers.

What is Portal Adoption and Provider Resources?

100

The amount hold times should not exceed?

What is 2 minutes?

100

This work instruction includes tools and resources for issues you may experience with your equipment as well as the steps to take if you are not able to resolve the issue yourself.

What is Submitting an IT Support Issue?

200

The branding statement required to be said first in the call opening. 

What is It's a great day at Cohere?

200

The tool to use to determine if a P2P can be scheduled or not?

What is the P2P Scheduling Assistant section on the SR in Salesforce?

200

This is designed to provide end-users with a complete self-service support option.

What is the Learning Center?

200

The amount silent holds should not exceed.

What is 30 seconds?

200

The number of digits the Portal accepts for the  Member's ID for Humana.

What is 9?  (For Medicare, it will typically start with an "H" followed by 8 numbers and for Commercial, it's typically 9 numbers).

300

Pended Review By Humana Requests

What is the work instruction to use to determine next steps for a call for on an existing request with a status of Pending review by Humana?

300

15 minutes or blocks of time like 8-12

What is the amount of time P2P are scheduled for?

300

The Support dropdown in the upper right corner of the Portal 

What is how Portal users can access the Learning Center?

300

The Chrome extension you should install right now if you have not done so already to make sure your hold times stay under the limit.

What is the Hold Timer available in the Tools for Productivity section in Confluence or also linked in the Phone Etiquette work instruction?

300

This work instruction should be used to troubleshoot product issues and addresses what to do if the troubleshooting steps don't resolve the issue.

What is Product Support Issues - Troubleshooting and submitting a ticket?

400

The work instruction to use on every call regarding an existing request to validate the caller is authorized to access Patient Health Information.

What is the HIPAA Authentication Grid? (Also acceptable is the Existing Requests - Inbound Phone work instruction).

400

p2p.confirmations@coherehealth.com

What is the email used at the bottom of the booking form in OnceHub. 

400

The color of the Payer specific section of the Learning Center?

What is blue?

400

What to do if a provider asks about the details of a denial?

What is refer the provider to the Portal and the denial letter.  If they would like to discuss further, follow the FCR process to connect them with a nurse.

400

The tool that allows us to see backend information from the Portal to identify Portal account users and manage password resets/account lockouts.

What is Okta?

500

The log a call button on the left side in Salesforce.

What is how calls should be logged in Salesforce?

500

"We can't schedule the P2P because there are no available slots"

What is something we should never say to the caller if there are no available slots.  We should instead follow the steps in the Scheduling a P2P work instruction.

500

Why clinical assessment questions should be answered when submitting authorizations in the Portal.

What is something to the effect of: Clinical assessment questions are designed to capture key information about the patient's specific clinical situation based on the diagnosis and services requested for approval.  Answering these clinical assessment questions increase Cohere's ability to issue auto-approvals.

500

What to do if you are placed on hold by a provider's office?

What is stay on hold for 5 mins and if the provider does not return you may disconnect the call (notate their contact or SR based on the reason for disconnecting the call in Salesforce)?

500

This work instruction provides steps for what to do when the Portal is down and we need to gather information to submit new requests once the Portal is up and running again.

What is Cohere Portal Downtime Procedures?

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