Chartfinder
HIH and ROI
Job Aids
Scripting
CRS
100

What tab do we find the health plan 

What is ...Health Plan Tab  

100

Do we schedule/speak with third party copy services?  

What is , No

100

When a site wants a different fax number to send the request

What is ..

Quick contact directory 

100

Can I have your first name and last ....

What is ... Initial 

100

What is the chart count for HEDIS requests

What is 10 plus charts

200

What is the maximum complete date

What is ...8 days 

200

What is the name of the ONLY third party copy service we CAN send the request to ? 

What is ... ChartSwap 

200

When working a past due outreach , to confirm if demo verification is needed , you would refer to .....

What is .. Contact Center Call handling Guidelines 

200

Are your records kept .....

What is , Electronically or on paper 

200

Can a site ask for a specific technician to come to their office

What is , Yes 

300

Name Three statuses we do not work 

What is ...

Complete

PNP

PNP Released 

Escalated 

ROI Research 

 

300

If the site does not know the Site ID, what do we put in the notations panel? 

What is, Site ID Unknown 

300

When a site states they sent the request in via untracked mail 5 days ago , what do you refer to 

What is , Provider Submission Research

300

We have 7 to 10 day turn around 

What is .....Unfortunately my system does not allow me to past 8 days  

300

When the site is requesting a CRS for less than 15 charts , what is best practice 

What is , Offer alternate retrieval methods  

400

What two things can you do under the update tab? 

What is ... Escalate and ROI Research 

400

If the site transfers you to a copy service what do you do?  

What is ...Call the provider site back for verification 

400

When a site gives push back on the complete date 

What is Outreach: Rebuttals and Objection Handling 

400

When the provider site states they do not want to receive the request via fax....

What is , Email or Mail 

400

Can we send supplies if site is also requesting a CRS

What is , Yes 

500

Why is there an email slot under the health plan tab? 

What is ...  

Payments

Providers email address is used when they want to be paid via credit card

500

When a site states they use Ciox/Datavant as their third party copy service, what is the next question ask ? 

What is ..  “ Do you handle chart review or audit request?”

500

Where do you find the turn around time for special handling request

What is Outreach: Special Handling, Shipping Labels, Supply Requests    

500

What do you offer a site with E Charts , who wants CRS , when there is no available dates on the schedule

What is , EMR Remote 

500

What is the meaning for the number in the drop down when scheduling the CRS

What is, 

This is how many human bodies you are sending to that location 


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