Claims
Authorization
Eligibility
Wrap-Up codes
Quality
100

Topic used when sending claims back for patient responsibility discrepancy

What is: MC Benefit

100

Turnaround time for commercial review

What is: 5-7 business days?

100

First thing to confirm after pulling up a chart

What is: Eligibility?

100

Agent helps caller with multiple claims on one call

What is: Claims Multiple Patients?

100

The 3 step communication standards

What is: Warm Welcome, Narrate Care, and Fond Farewell.  

200

DOFR meaning

What is: Division of Financial Responsibility?

200

Step for patient to do if they want to dispute a denied authorization request

What is: File a grievance with the plan

200

Process health plan use to report eligibility

What is: Health Plan Files

200

Agent helps caller with multiple auth requests/status etc. on one call

What is: Auth Multiple Patients?

200

Commitment Statements

What is: A statement to demonstrate an eagerness to assist the patient?

Examples: definitely, certainly, absolutely, my pleasure I'd be be happy to I’d be glad to… I’d be pleased to… I’d be delighted to… (more enthusiastic) I’m happy to… I’m glad to… I’m more than happy to… (extra accommodating) I’d be more than willing to… I can absolutely… / I’d be happy to help… I’d be glad to assist with… I’d be happy to take care of… I’d be happy to look into… I’d be happy to connect you with… I’m eager to… (strong eagerness) I’m excited to… (upbeat) I’d welcome the chance to… (more formal) It would be my pleasure to… (very formal

300

Claim was billed with POS 21 but the authorization was approved for outpatient.

What is: POS/DOS Discrepancy? 

300
New process to communicate with UM

What is: CRMs to Utilization Management (UM)

300

How long is a newborn covered under the mom's ID

What is: 30 days?

300

Claims sent for research by CRM or Email. Faxed EOB(s)

What is: Claims Research?

300

Acknowledgement Statement

What is: Paraphrasing/repeating back to the caller what was asked *Phrases such as, "I can help you with this/that" or "Sure, let me pull up your chart" are unacceptable to use as a Commitment & Acknowledgement   Statement as they do not contain an eagerness keyword and are not specific to a request 

400

CRM Sub-topic to opt out of credit card payments with InstaMed.

What is: Opt Out CPC InstaMed 

400

The number to direct callers calling regarding Pending Concurrent Review, Inpatient/SNF/Transfers/Rehab 

What is: Case Manager: Inpatient/Transfers/SNF/Rehab 
916-649-4155 

400

Steps to terminate a coverage in EPIC

What is: 

  • Use CRM Topic MC Eligibility and subtopic Routine or Urgent depending on the situation
  • Verify on the plan website 
  • Use .TERM as your CRM smart phrase
  • Use TERMINATION OF ACTIVE COVERAGE on the EVTs form as the Reason For Request
400

Calls that require contacting UM. Fax and Auth Letters

What is: Authorization Research?

400

Engages in non-work-related activities (e.g., personal email, messaging, or internet use) during calls or After Call Work (ACW) Screen activity reflects use of applications or websites unrelated to the call Demonstrates inactivity exceeding: 30 seconds or more during ACW 1 minute or more while the caller is on hold Examples include (but are not limited to): Unrelated browsing or page scrolling Personal chats or messaging Excessive mouse movement without work-related purpose

What is: Misuse of Time 

500

An escalated issue is defined as an issue where patient/provider has called multiple times on the issues without resolution. Other request that can be sent here are for Letter of agreement(LOA), Hospice date verification, CAP Report.

What is: The MCA Box

500

Referrals that requires additional information from either referral navigation or referring provider or other work queues. 

What is: Care Ctr/Clinic Action Needed referrals 

500

Sutter Medical Groups

What is: 

*SMF     (Sutter Medical Foundation)

• SMG: Sac/Placer, Yolo, Solano,

• Sutter Independent Physicians (SIP)

*SGMF   (Sutter Gould Medical Foundation)

*SEBMF  (Sutter Eastbay Medical Foundation)

•Central Division

•Diablo Division

*SPMF    (Sutter Pacific Medical Foundation)

•Sutter West Bay

•Sutter Medical Group of the Redwoods

*PAMF   (Palo Alto Medical Foundation)

•Palo Alto

•Camino

•Santa Cruz

•PAMF-MPD

*Mills Peninsula Medical Group

*Sansum

500

Care Center Action Needed Referral not assigned to UM Missing information

What is: Incomplete Referral?

500

The behaviors that fall under appropriate customer service standards

What is: maintaining a tone that is polite, professional, empathetic, and confident throughout all interactions 

Uses pleasantries and courteous language consistently. Speaks clearly with confidence. *Confidence should be void of sarcasm or any negative connotation towards our organization, processes, or professionals Uses tact and maintains professionalism 

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