Dispositions
Disqualified
Qualified
E-Sign
Ready Codes
100

When you are scheduled for OUTBOUND calls, and Five9 connects you to a clients VOICEMAIL, what would your disposition be? 

P- Answering Machine Intake

100

 Does Premier Mail Out FCQ's?

No. 

Premier emails to the claimant 

OR

Fax the FCQ to the doctor

100

When a 'Sign Up Package' is triggered, do you automatically select 'Mail Out'? 

No.
Your metrics include E-Signs! 

100

What is the Intake Status that tells you you need to send the claimant an E-Sign? 

"Sign Up Package" 

100

What is your Ready Code when you are going on your 15 minute break?

Not Ready... 

15 Minute Break

200
When the client goes through the evaluation, and Premier will be sending a FCQ, what will your disposition be? 

P- FCQ Sent

200

If a claimant needs a new FCQ sent, who do you ask? 

A supervisor. 

200

What type of information is required in order to send an E-Sign?

Valid Email

Valid Phone Number


200

What information do you need to obtain after you notice the "Sign Up Package" 

Emergency Contact

Security Questions (SSA Requires this for filing) 

200

What is your Ready Code you will use when you go to lunch? 

Meal

300

What is the disposition you will use when a client hangs up the phone? 

P- PUHU 

Pick Up Hang Up

300

What does FCQ stand for?

Functional Capacity Questionnaire

300

Do you have to walk the claimant through the E-Sign process?  

Yes! 

300

When do you select the 'Sign Up Type"? 

AFTER you obtain the Social Security Number

300

What is your Ready Code if you ever need any training with Jada? 

Training

400

When the client qualifies and you were successful in helping the client through the E-Sign, what disposition would you choose? 

P- Prospect Agrees

400

Does every 'Disqualified' status send a FCQ? 

No!
There are DQ status's that we will not send a FCQ for. 

400

Are there certain situations where a claimant can be automatically qualifies for a 'Sign Up Package' 

Yes. 

1.Cancer currently being treated with an oncologist

2.Claimant uses oxygen tank, narcotic pain medications, cane, walker or wheelchair. 

3. Claimant had a stroke in the last year and HAS NOT returned to work

400

Should you walk the claimant through the E-Sign? 

YES!

BE Patient

400

What is your Ready Code if you experience Technical Difficulties? 

Technical Difficulties 

500

What is the disposition you would use if the client requests we call them back at on a certain day and time? 

P- Call Back 

500

What happens if a claimant does not have a valid email or doesn't know their doctors fax number? 

Premier will close the claimants file in 7 days if the claimant has not informed Premier on where to send the FCQ. 

500

If the 'Notes' section of the intake says 'Supportive FCQ', do you select the 'Sign Up Type' before playing the 'Case Accept' Recording? 

No!

500

Which type of representation forms do you WANT to send to the client?

E-Signs!

500

What is the Ready Code for when you are ready to take or make calls? 

Ready for... 

UNCHECK voicemail

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