CRM
LifeCare Lingo
What Service Line
BOA
HodgePodge
100
This is the section you check to see what benefits a client has
What is Refer Benefits
100
This is what we send the client to assist them with getting registered on the LifeCare.com Website
What is Auto-Registration
100
PCM Benefit information
What is Adult & Eldercare
100
These are the 3 EAP programs available to BOA employees
What is Anthem, United Healthcare and Aetna
100
This is where a client's referrals and educational guides go to on the website
What is the Message Center
200
This is the box that stores all of the client demographics such as phone number and address.
What is the Contact Record.
200
This is the term to name the person we are searching for resources for
What is Care Recipient
200
Credit and Debt Counseling
What is Legal/Financial
200
This is how long each attorney consultation with a network attorney is with the basic benefit
What is 30 minutes
200
This is the status you use when you are at your desk but you want to stop a call from coming in.
What is Not Ready
300
This is the subcategory under the Service Type that best represents the clients need.
What is the Service ID
300
This is the area you go to in order to reset a client's password
What is Personal Info 2
300
Testing for Learning Disabilities for a 19 year old who recently entered the workforce
What is Adult & Eldercare
300
These are the 3 kits Bank of America employees are eligible for
What is a Prenatal Kit, Child Safety Kit and Adult Care Kit.
300
This is what you turn on in Outlook at the end of each shift to alert clients that you are not available
What is your Out-of-Office
400
These are the four areas you have to fill out in order to generate a case
What is Service Type, Case Type, Discipline & Assigned to
400
This is the term used to describe the BOA employee that receives services through LifeCare
What is the Eligible Employee (EE)
400
Resume Writing
What is Daily Needs
400
This is the number of free two-hour attorney consultations a BOA client gets with the Elder Law benefit.
What is 4
400
One of the four edmats that come with the prenatal kit
What is 1. Child Care Options 2. Child Development-Birth to 3 3. Prenatal Wellness 4.Choosing Your Child's Medical Provider
500
This is the name of the activity that you always close under the detail service activities that means you spoke to the client to determine their need
What is Needs Assessment
500
This is the name the attorney referral program through LifeCare
What is Legal Access Plans (LAP)
500
Surrogacy information
What is Parenting & Education
500
This is the name of the team that will contact a BenCom specialist to obtain a BOA employee's EAP provider in order to provide a management consultation
What is the Accommodations Team
500
This is the number of Life Events on the LifeCare.com website
What is 12
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