HIPPA VERFICIATION
PROFESSIONALISM
CALL FLOW
LEGAL/SCRIPTING
SCHEDULING ADDRESS
100

What must be verified before releasing PHI?

HIPAA verification must be completed.

100

What tone must SCs maintain?

Warm, friendly, business-appropriate.

100

What greeting should SCs avoid?

Opening with “Hello?” only.

100

When must recording disclosure occur?

Before requesting/releasing PHI.

100

What must be verified for F2F?

Full physical address.

200

Can you state full address before HIPAA?

No, stating any part before verification is a violation.

200

Is interrupting a member allowed?

No, it is unprofessional.

200

Must SC state first name?

Yes, SC must state their first name.

200

What is required for TCPA consent?

Correct talking point must be stated.

200

What if address updated incorrectly?

It is a scheduling defect.

300

Who can verify HIPAA?

Member, POA, or authorized representative.

300

Can SC use profanity?

No, profanity is prohibited.

300

When is branding allowed?

After the member is identified.

300

Can SC say “may be recorded”?

No, this is not acceptable.

300

Must SC verify HH address?

Yes, for all household members.

400

What happens if HIPAA is done after PHI?

It is a HIPAA violation.

400

What if a member expresses hardship?

SC must respond empathetically.

400

Must SC ask for questions after scheduling?

Yes, asking if they need info is required.

400

What if rewards card info is wrong?

It is inaccurate scripting.

400

Can SC rely on Address Repository?

No, must verify with caller.

500

Can you offer appointments to unverified non-members?

No, appointments cannot be offered.

500

What if SC stays on line 2 minutes after call?

It is a professionalism issue.

500

What must be included in closing?

Correct branding and courteous closing.

500

Must client branding be verbatim?

Yes, required verbatim scripting.

500

What information needs to be collected or confirmed when scheduling a VV?

Confirm the member can complete the visit in English.

Device type

-Does the device using have access to Wi-Fi or internet? 

“Would you like to receive the link to your virtual visit through an email address or your mobile phone number?”

Email address selected: “What is the email address you would like to provide?”

Mobile number selected: “What is the phone number you would like to provide?”

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