ITP
Commerical
Demand Response/ Mass Transit
Finance
Operating Procedures
100

If an ITP driver calls in requesting advanced funds or gas reimbursement, what ITP documentation is required to be on file in order to assist?

  • The ITP drivers auto insurance, inspection, registration and driver’s license MUST be current.
  • H4214 form or MN letter/SOMN for Traditional clients. 
100

Does an Appointment Details Form need to be created for discharge or inpatient clients?

YES!!!

100

What is dispatch's new email? 

dispatch@projectamistad.org 

100

What is to be included on the subject line when submitting finance requests?

Finance inquiry: Lucia Rahmah (1234567)

100

An employee is to be at their respective workstation and logged in to the appropriate system(s) no earlier than ___?

5 minutes 

200

What are the ITP associated services?

ITP- Other

ITP- Self

AF- ITP Other

AF- ITP Self

200

When is an Appointment Details Form created?

An Appointment Details Form is created when the client is requesting commercial services. (ex. advanced funds/gas reimbursement, meals and lodging)

200

What are qualifications for a client to be eligible for Sun Metro?

.2 

2 transfers

.2

200

How many business days does finance have to process a claim form?

10 business days

200

True or False

Any employee who is absent for three (3) consecutive days or more for medical reasons, and is not on an approved leave of absence, will be required to provide medical documentation?

True

300

When is “Shared ITP” selected as an associated service?

Shared ITP will be selected when the clients are sharing the same Attendant. For example, when scheduling siblings for a same day appointment and the Attendant is the same for both.

300

A client calls in requesting assistance with gas reimbursement, meals and lodging for an upcoming appointment. What information do you need as an agent to determine if we will be able to assist the client?

  • Is the client providing the 5 business days or more to guarantee assistance?
  • Does the ITP have their current auto insurance, registration, inspection and driver’s license?
  • Verify that the facility/Doctor is registered on RouteMatch with all 5 fields.
  • Calculate the distance from the client’s home to the appointment then back home to determine what documentation is required.
  • Additional attendants?
  • Determine whether meals or lodging can be provided. (ex. is overnight stay required? what is the appointment time? what is the travel time?)
300

If the client is at home at the time of delivery what happens to the clients tickets?

UPS will leave the client a notice and will have to pick up their tickets at the post office.

300

Who is the specialist in charge of drivers whose last names begin with letters from A-L? 

Who is the specialist in charge of drivers whose last names begin with letters from M-Z?  

Denise (A-L) and Carmen (M-Z)

300

How many points would an employee accrue if employee arrives 4-6 hours after their scheduled start time? 

1.5 

400

What is the new mileage rate change?

57.5 cents

400

When we receive an H4214 form indicating there is closer provider, what procedure should the agent follow?

Agents are to advise the client there is a closer provider. (ex. Ms. Hernandez the H4214 form indicates there is a closer medical provider, have you explored your options?) If the H4214 form is complete on file and the client is requesting gas reimbursement/advanced funds the agent will not schedule the trip and will send an email to management to seek approval from HHSC.

400

The client lives in Ft. Hancock and has a medical appointment going to El Paso. What would be the timing preference?

Appointment county

400

True or False

All fields with an asterisk (*) must be completed in order to receive reimbursement?

TRUE! 

400

How many calls should an agent take per hour?

6 calls or above

500

What is our Mission Statement? 

"To advocate, connect and deliver social services to communities, ensuring a dignified and meaningful life for all." 

500

What is the monthly percentage of abandoned calls for Adults? 

12%

500

What is the AHT goal?

10:00 or less

500

What is the average agent monitoring score (per agent

monthly) for Adult? 

85%

500

How many coaching sessions are held prior to receiving a Record of Conversation?

3

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