Random Audits
Acct Audits
Daily Reminders
SSA
Random
100

Quality Call Audits "Confirm Identity": We must confirm the (blank and blank) of both the member and person we are communicating with or it's an Auto-Fail.

First and Last Name (of the member and parent/legal guardian)

100

We should be noting all cases we assist with. Call/Case note must specifically state whether the case is being (blank or blank) and the reason why.

Accepted or Self-Directed

100

What is the break allowance per a 4 hr working shift?

15 minutes

100

Most cases from HP Members that are pending are accepted by us. What pending case do we not accept?

ALJ (Hearing Level) Pending Cases

100

Wrap-up status is an unproductive phone status and is intended to be used to document notes after a successful phone screen/app completion. What is the wrap time allowance?

5 Minutes 

200

What is the maximum amount of time allowed to place someone on hold?  

2 Minutes (must check back in with member, thank them for holding and ask to place on hold again if additional time is needed)

200

What should all Bilingual/Translation calls be logged as in LiveVox? Regardless of accepted or self-directed?

Do not speak English (otherwise, if an accept, Call Miner will record the call, and will lose points)

200

When we clock into Dayforce, we must be logged into our LiveVox phone system no later than...

At the start of our shift (our phone hours should match our timesheet)

200

Because SSI will automatically become eligible without a medical decision at a certain age if they meet income/resources, what is the max age we will screen?

64.50 years old

200

What "script" is used when we self direct?

Consultative Talk Points

300

When we handle an incomplete screen and member would like to be called back later, what is the correct LiveVox Termination code to select?

Incomplete Screen

300

List 3 main Doc Type we must save to Documents after submitting an application.

Re-Entry Number Page, Confirmation Page, Receipt Page

300

If we do not provide consultative talking points to a member, we must change close reason to:

Refuse Consultative

300

For children cases, what is not counted as part of resources?

Retirement Funds, 401K (that belongs to the parent/adopted parent)

300

Which Health Plan requires an OPT-IN Form returned back to the HP before we can assist?

(California) KAISER

400

Call Miner, speech system, pays attention to important words/phrases that all specialists should use during calls for consistency. It looks for 6 criteria that determine the scoring. Provide a minimum of 4 criteria.


Recorded Call, PHI Verify, Politeness, Ownership, 3rd Party, Verbal Permission (Extra 100 points per additional criteria provided - 200 max)

400

"Enough Info" - At a minimum, the following must be gathered for children's cases?

1 symptom with frequency, 1 limitation, Milestones/GABS, and treatment source info

400

What is the passing score % for any of our Quality Audits?

92%

400

All Federal tax refunds and advanced tax credits received are not counted for how many months?

12 Months

400

When we received a warm transfer from a client HP, we must update the Health Plan Referral Priority in Compass Summary to:


Phone Referral (and don't forget to click on SAVE!)

500

Quality Call Audits "Compass Processing": what happens when information not provided by the individual is entered into the application?

Auto-Fail

500

"Enough Info" At a minimum, the following must be gathered for adults?

Adults: 2 ADLs, 1 limitation, 1 symptom with frequency, treatment source info

500

What are the 3 main requirements that SOS must fulfill along before achieving monthly PFP (Bonus Structure)?  


90%+ Attendance, 4.00 Accept Avg, Approval/or Good Decision (*also cannot be on progressive discipline during bonus discipline or time of payout)

500

If a person is 59 1/2 or older and eligible to draw Social Security benefits, what resource is not counted?

401K

500

There are a total of 6 Scorecard goals. List at least four goals. 


Lives Impact/Accepts, Good Decision, Call Miner, Quality Acct Audit, Utilization, Rewire

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