Intake
HR Info
Demographics
KPI's
Intake Misc.
100

EE has to abruptly leave the phone call and you have not completed the intake process or the phone line disconnects and you are  unable to get the EE back on the phone.

What is putting a claim on hold?

100

What two groups must you verify the HR contact in SI?

What is State of Oregon and State of GA?

100

True/False - It's okay to provide the EE with their SSN.

What is False.

100

Following your schedule and placing your phone in the right Aux state.

What is Adherence?

100

Contains information that the employer provides us to assist in setting up claims for the member.

What is BMV (Benefit Member View)?

200

Verify Admin/Tax Units, Check all necessary fields are completed, Confirm HR contact, Generate activities, Approve the EE Statement

What are after intake tasks?

200

What two tabs must the HR contact be on in CIS?

What is the Claimant and Employer tab?

200

If someone is calling on behalf of the EE and doesn't know their DOB, you should?

What is use a generic DOB 11/11/1902?

200

96% is the minimum expectation

What is PCS?

200

In order to determine what type of claim you should set up for the EE, you will need to review the current products listed under_______?

What is Benefit Information?

300

Check Sales Office and ASO Type populated

What is the Additional Data tab?

300

What tab must you go to and check off the HR Contact has been verified for two particular groups?

What is the Follow-up tab?

300

True/False - If the address/phone number/DOB/SSN differ what came through on the feed from BMV, it's okay to change this information if you are not speaking with the EE.

What is False?

300
The team goal is to reduce this by 30 seconds each month.

What is Average Handling Time?

300

So policies that have NY employees only offer "BST" instead of "ST".  What does BST stand for?

What is Buy up STD?

400

It is important to save a copy of the intake once a claim has been completed.

What is commit to repository?

400

If the HR contact is not listed in CIS the _____is not sent out.

What is Employer Statement?

400

True/False - Anyone can file a claim on behalf of an EE?

What is True?

400

Currently, the team is at 88% on this metric.

What is Quality?

400

If a telephonic group calls to initiate a claim but the feed does not display any claimant results, you should check what?

What is Special Instructions?  Some groups have telephonic services but do not provide a data feed.

500

EE calls us to advise their LDW date has changed, you have documented CIS, adjusted the LDW and FDA on the claimant tab, what's next?

What is Regenerating Dates?

500

HR contact should populate from BMV in most cases, but if it doesn't you should check _________.

What is Special Instructions?

500

True or False - You should document the info someone is providing on behalf of the EE if is it different than what we have?

What is True?

500
Our personal best AHT is___?

What is 778? (12:58)

500

If an EE was seen in the hospital or the ER, confirm the dates they were seen and document in the ____ section.

What is the Comments section?

M
e
n
u