Red Flags
Workflows
Scheduling an Appt
Managers
Types of calls
100

Chest Pain (True or False)

True

100

Transferring to the IB PEC Team

When we have a prospect on Medicare in one of our One Medical Seniors locations

100

What are the spots in chirp that we are able to schedule / reschedule current patients in

White blocks


100

Inbound Enrollment Manager

Ianire Urrutia

100

Patient Recovery

Any Service issues for existing pts we receive these calls from being tasked in Chirp

200

Seasonal Allergies (True or False)

False

200

Transferring to the MA team

When we have a prospect who is outside of the SF Bay area or in the SF Bay area on a plan we do not take

200

What are the spots in chirp that we are not allowed to schedule current patients into without approval from the ctm

SDND blocks

200

Stacie Carter

Process Management Manager

200

These are calls after 90 days we reach out to reestablish care with our office

Winback 

300

Blood sugar/Glucose is at 460 (True or False)

True, Greater than 450 or less than 60

300

What do we do when we are on hold for longer than 3 minutes attempting to get ahold of the practice

Let the patient know we were unable to get ahold of the office but we will let their HC know and they will reach out

300

What is the snippet you use when someone tells you they need transportation (2)

(.)rideinfo; (.)ridetask

300

Outbound Enrollment Manager

Maddie O'Leary

300

HCA

These calls are similar to the Random outreach calls we get a list from the telesales team to reach out to pts who have shown interest in changing practices 

400

Oxygen level at 86% (True or False)

True, Any oxygen level under 90%

400

Messaging in the hot-inbound-calls chat  to see who is available

When we have a prospect who is looking to join OMS and cant get anyone on the line 

400

What do we do if the patients Provider and/or HC do not have availability but the pt needs to be seen ASAP

Ask the pt if they are okay with seeing a different provider for this urgent visit 

400

Tricia Louis

Patient Eligibility Manager

400

 These calls are more at random reaching out to existing pts to get three survey questions answered

Future Outreach 

500

Temperature of 101 (True or False)

False, any temperature over 103

500

What do we do in SF when someone needs to reschedule

Click the appt cancelled button and fill in the box as to why the appt was cancelled

500

How do we task for an interpreter and when would we send this task?

We send a task to the transportation group and we would only send this task when there is not someone in their appointment that also speaks their language. (can be a HC, Provider, Caregiver, etc.)

500

Engagement Manager

Cynthia Torres

500

NPS

Net Promoter Score; we receive a new list weekly from pts after their appointment that provide negative feedback 

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