Outreach
Steps to take to document an email in bios and netview
Hit forward on email, copy and paste in bios. Use fax to pdf to send email to EDM
Next step if admin returns the LCI to your “my work” but their response does not solve your problem
What is create a subtask
4 examples when the date of due proof would be updated
What is new information by: email, phone call, mail, fax, LCI response, GUL, Claim Prep response
Number of days for a callup for a claim prep referral
What is 3 days
Acceptable documentation when the employer submits the claim for the incorrect amount of coverage
What is an amended employer statement or email confirming the correct amount
The amount of time between following up on a claim before an LCI is escalated
2 days, 2 days, 5 days, 3 days
Steps to attach a document from a claim file into an outgoing manual letter
What is pdf the document from EDM and save in the print to Scranton attachment folder in c drive. Complete your print to Scranton letter.
The tab in MPM that allows you to update the notes on an existing LCI
What is Search Work Stages
Callups for follow up email, follow up phone call, manual letter
What is 2 days, 2 days, 30 days
Items to consider when reviewing a Plan Change
What is make sure your structure is part of the plan change, make sure the date of death is after the plan change effective date, make sure the problem is addressed in the plan change, make sure your coverage type is included in the plan change