Auto-Fails
Escalation
Efficiency
Documentation
Process
100

The details we need to ask for to verify HIPAA. Must name 3 out of 5. 

What is

  • Full legal name
  • Date of birth
  • Statement number, account number, or accession number
  • Date of service
  • Insurance subscriber ID?
100

Where we send accounts to in order to confirm PR.

What is RS?

100

Our dead air limit.

What is 20 seconds?

100

The qualities in your notes that will make it appear professional and provide clarity.

What is correct spelling and grammar, including capitalization?

100

Something we ask for or confirm if patient has insurance on file but still have a balance.

What is additional insurances?
200

Something we must do on every call to inform the next agents and the customer what transpired during your interaction with the patient?

What is document the call and all of the accessions touched and discussed?

200

Where we escalate to when needing to locate faxed or mailed documents.

What is RS?

200

Our hold limit.

What is 3 minutes?

200

Something we should be including when we are adding or updating insurance on multiple accessions.

What is *MULTIPLE ACCESSIONS*?

200

Area we look at to determine how service was coded.

What is Current Diagnoses?

300

Something we must do when taking payments over the phone.

What is pause call recording?

300

The override we use when we need to transfer payment from one accession to another.

What is CBALTRANSFER?

300

Something we must do before and after placing the patient on hold.

What is asking them if it's okay to put them on a hold and thanking them for holding after?

300

Canned note for leaving a voicemail.

What is PTOUTGOINGCALL - LEFT VOICEMAIL?

300

Adjustment code used when patient's insurance prefix is listed in the Unique HM Edit Prefixes spreadsheet.

What is LA056?

400

Something we must do when patients threaten to sue or file a complaint.

What is send an email marked as High Priority to XiFin management as an FYI?

400

Who we send to in order to close posting status on an accession.

What is CASH team?

400

Timeframe calls must be answered within.

What is 10 seconds?

400

Call template for client accounts.

What is Client Notes for Client Accounts?

400

Steps we can use to locate other accessions.

What is checking PersonaPay (RevSpring), Patient Demographics, and searching for patient's first and last name and DOB?

500

One of the methods of call avoiding while you're on the call.

What is call riding or call stalling?

500

Who we send accessions to if the patient says they made a payment to the MDO and are adamant it's for the lab bills.

What is Client Advocate Team?

500

Things you can do if the patient starts going off on a tangent and talks about something irrelevant to your call.

What is politely redirecting the conversation to the assistance you are providing them, or asking if they need anything else after issue has been resolved?

500

Something we leave off of our notes.

What is patient's feelings and irrelevant comments?

500

Document we request from patient when they mention they have financial assistance.

What is FAP approval letter?

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