Plan Name/ Dispositions
Procedures
Scripts
Plan Nuisances
Job Aid &FAQ
100

What is Plan Name for Atena Medicaid 

Aetna 

Banner Aetna 

Better Health of (State)Innovation Health 

100

For ASL and Akorbi virtual visits which platform do we use? 

Zoom 

100

What is the Purpose of the Call for IBC (independence Blue Cross)

I’m calling to schedule your <INDEPENDENCE BLUE CROSS> <Personal Health

Visit>. It’s a program for <INDEPENDENCE BLUE CROSS> members that lets

you talk with a clinician in the comfort of your home. They will check your vital

signs and reflexes, review your medical history and medications, and answer

any health-related questions you may have during the visit. If you have a

family member who helps to manage your health, they are welcome to attend.

Once the assessment is complete a summary of the visit will be sent to both

you and your primary care physician. This does not replace your regular visits

with your primary doctor and there is no additional cost for this service.

100

What Plan can we not say Signify Health in the recording line? 

United Healthcare House Calls

100

Which Plans ask to verify DOB 

Wellcare  and some Centene Plans

200

What is  the plan name for Wellcare? 

Wellcare of (State)

200

What is the email for giftcards for Signify health gift cards? 

giftcards@signifyhealth.com

200

What are the Covid Questions? 

● Have you been fully vaccinated?

[YES] Proceed to COVID-19 Screening questions. Refer to talking points

below if the member objects to COVID-19 screening questions because

they are vaccinated.

[NO] Ask the following:

● Have you been exposed to COVID-19 in the last 14 days or had

close contact or been coughed on by a person who may be

showing symptoms or tested positive for COVID-19?

[YES to second question] Do NOT schedule the member for an

In-Home assessment. Proceed to Failed COVID-19 Screening

closing.


● In the last 10 to 14 days, have you or anyone in your household:

● Been diagnosed, tested or placed in quarantine for COVID-19?

● Experienced any COVID-19 symptoms or have been

hospitalized within the past 14 days with COVID-19 related

symptoms? (including fever, chills, new cough, shortness of

breath or breathing difficulties, fatigue, headache, muscle or

body aches, loss of taste or smell, sore throat, congestion, runny

nose, nausea/vomiting, diarrhea, skin changes, change in mental

status/confusion?)

200

What do we notate when speaking with a 3rd party? 

Name and relationship 

200

Which Plan Offers Device Lending? 

HCSC

300

What is the Program name for John Hopkins? 


Johns Hopkins Advantage MD 

300

What do you put in the provider notes for Akorbi appts for inhome? 

Provider Notes: Member request translation (needed language)

Please Call Translation Services 214-865-7716

Press 1 for Spanish, Press 2 for ALL other languages

Client ID:10489

Auth. Code: 87

300

What is the Technology Assessment?  

Thank you for that. Now let’s see if you have the right technology to do this.

Ask questions to assess technology (offer additional explanations as needed):

● Have you ever been on a video call with family, friends or even your

doctor?

○ Do you know what video app you used?


GENERAL OUTBOUND (VIRTUAL) CALL SCRIPT


2

■ only ask if NOT using integrated video for virtual)

■ popular examples include FaceTime, Skype, Facebook

Messenger, Zoom, Google Duo, Teledoc


○ Will someone be available to help you get on the video call?

■ make note if nobody will be available on appointment

day


● Are you going to be using a laptop, tablet or smartphone with internet

access to complete the virtual appointment?

○ may need to explain what a smartphone is - does it flip open or

is it flat with a touch screen?

○ reliable internet connection is required

○ device must have camera enabled

○ Apple/iOS - use Safari or Google Chrome browser

○ Android/PC - use Google Chrome browser

300

What is the privacy statement for Wellcare? 


Required in Greeting:Any information you share is kept private. You do not have to share any health-related information. Anything you share will not affect membership in your <HEALTH PLAN>

300

What do we do if an address is invalid? 

Use a nearby address in the nearby address filed. 

400

Which Dispositions hurt your conversion rate? 

Member Declined

Callback Requested

400

What do we do if a provider is calling in? 

Transfer to Network support EXT 7510 option #2

400

What is the additional statement for text and legal reminders when either one opts in? 

ONE]Emails and text messages are

not encrypted or secure and can be seen by any third party with access to your

messages. Emails and text messages may contain private health information

such as your name and appointment time.

400

What is the disposition when the health plan does not allow us to schedule? 

Do not schedule per plan: Used when the Health Plan does not allow the Member the opportunity to participate in the program.

400

What are unacceptable locations for a Visit? 

Place of employment/worksite

public library

health clinic 

nursing home long term 

cruise ships

on vacation/ in a vacation location 

mobile unit (Ambulance) 

Away for the winter/winter home  

500

Which Dispositions are we not allowed to use? 

Member agreed to participate:

Member needs to be rescheduled:

500

What is the procedure for requesting a summary request? 

500

What is the additional call closing for callbacks? 

<MEMBER NAME>, is there a better time to reach you?

Make note of the member’s response in the appropriate notes section.

Before you go, I’d like to make sure we have the correct contact information

on file to send you additional information. Is that okay?


GENERAL OUTBOUND (IN-HOME) CALL SCRIPT


Pink text = customized for client

Blue text = variable fields in call

Red text = Non-spoken procedures and instructions for MECs

Green text= Member responses 7


[YES] Capture communications consent and continue the call

[NO] If member does not consent, Mark "Decline SMS" and check

Email Opt-Out box. Proceed to verify that phone and email are correct.

I see that the phone number we have on file is <MEMBER PHONE>. Is this your

cell phone number?

Verify or collect cell phone and continue with call

[TEXT MESSAGE LEGAL] By providing your cell phone number to us, you agree

to receive text messages from Signify Health and <HEALTH PLAN>. You can

opt-out at any time by replying STOP to any text message. Standard message

and data rates may apply.

The email address I have on file is <MEMBER EMAIL>. Is that the best email to

use? -OR- What is your email address?

Verify or collect email address and continue with call

[EMAIL LEGAL] By providing your email address, you agree to receive emails

from Signify Health and <HEALTH PLAN>. You can unsubscribe at any time.

Emails and text messages are not encrypted or secure and can be seen by any

third party with access to your messages. Emails and text messages may

contain private health information such as your name and appointment time.

Thank you for your time. We look forward to speaking with you in the future.

Have a great day!

500

What do we need to verify before updating an address? 

DOB 

500

What is the Escalation Process? 

Job Aide 

M
e
n
u