General Expectations
Insurance
PHI / Compliance
Emails
TM Knowledge :D
100

Something supervisors expect you to attempt before requesting a transfer / sup callback.

What is de-escalating?

100

The meaning of a CO-49 denial.

What is non-covered charges? 

100

The HIPAA verification process.

What is asking caller for the patient's first name, last name, DOB and if they are the patient / their name and relation to the patient?

100

The properties we need to include in the subject line of each email.

What is LOB, Accession #, and Reason for Escalation?

100

The TM who loves sweets and sugary treats.

Who is Mary?

200

390 seconds.

What is our AHT goal?

200

The OA100, PR100, PI100 denial meaning.

What is the insurance gave payment to the patient to pay us?
200

Team to report PHI / PCI exposure calls to.

What is Valor management team?

200

The team we send follow-ups to regarding concerns about PR confirmation and insurance denials.

Who is RS?

200

The TM who got promoted within 6 months.

Who is TM Ashley?

300

Something we should add to every accession we touch/discuss, including when we attempt callbacks and are not able to reach the patient.

What is leaving documentation?

300

The meaning of PR-22 or CO-22 denials.

What is Covered by another payor per COB?

300

A caller calls in to report they are receiving text messages for another patient they do not know. These are the proper steps to handle it.

What is removing the caller's phone number from the system and notating account to state the phone number was removed and for what reason? 

300

The team we send to when we need help getting a claim sent to insurance.

Who is FE/EP?

300

The Health & Fitness TM.

Who is Anida?

400

The action all agents must take if they receive a test call from anyone other than a Valor team member (Britt, Alexa, Mike, Julissa, Roxy, Demi, etc.)

What is report to the management team?

400

The section we should be checking if we see that an insurance is on file but did not process or it errored out.

What is the Eligibility Transactions?

400

Steps we need to take if the patient's DOB is incorrect.

What is checking req forms if the DOB is correct on them, checking for other accessions, and requesting a government issued ID if neither options are available?

400

The team we send to in order to locate Faxes.

Who is SR Agents?

400

The TM who is a big reader.

Who is Michele?

500

The action every agent must take on QA and coaching forms and department updates.

What is acknowledging them?

500

The information we do NOT need from patients who are military members / veterans.

What is DOD number?

500

Steps to take to authorize callers who are not the patient but are requesting PHI.

What is ask if the patient is available, confirming patient's name and DOB and that they are the patient, asking if we are authorized to discuss and update the accession with them, and if they would like it to be a one-time or permanent consent. Then notating the patient demographics page if they say it is a permanent consent so future agents know.

500

The team we send to for legal threats, W9s being faxed, disputes due to lab errors, etc.

Who is XiFin Management?

500

The TM who will be a traditionally published author one day.

Who is Kristine? 

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