The source of truth for eligibility
One Source
Where to find the Agent of Record
What is the Patient Account?
$164.90
What is the monthly premium?
Must have for MA Plan
What is Part A & Part B?
Oakie from RI who vets every agent before PRM or Outreach team can work with them.
Who is Rachel McGuire, Regional Partnership Manager?
Insurance expert every patient meets at WV
Patient Relations Manager
Tool to check the insurance we accept
What is the Plan Acceptance Tool?
7 months
What is the Initial Enrollment Period? )3 months prior to 65th b-day and 3 months after)
October 15 to December 7
What is the Annual Enrollment Period?
Offers real-time insurance help & enrollment at events and AOD
What is an agent/IA?
5 items an OE needs to convert a lead to an opportunity
What is name, address, DOB, phone, and MBI/primary payer
Dashboard to check my pacing
What is the Executive Dashboard?
80%
What is the % Medicare Part B pays for a Medicare-approved service?
AEP Effective Date
What is January 1st?
Dual eligible
What is Medicare & Medicaid or MediMedi?
Needed for Blue Button & Medical Records
What is the Medicare ID
PRM investigation of missing patients
What is a Drop or Flow-Through Case?
10% per month
What is the penalty for not enrolling in Part B when first eligible?
Dental, Vision, Gym membership, OTC, meals, transportation, etc.
What are Medicare Advantage benefits?
Food compliance
What are light refreshments?
WV duration and breakdown
What is 1hr: 20 PRM, 20 MA, 40 PCP
Events that offer insurance help
What are Campaigns WITH an IA?
1% of national base beneficiary premium
What is the monthly penalty for not having Part D coverage?
QMB
What is a Qualified Medicare Beneficiary?
3 reasons IAs work with OSH
What are growth, retention, and AOR protection?