CCD
ECIS
PROFOUND
HIPAA
CALL FLOW
100

Where can you find previous documentation?

Communications 

100

What screen and screen group would you use to find the responsible party?

Individual Non-Financial+ Relationship

100

How would you find member's responsible party?

Hot links- Display Members- Second Screen

100

What does PHI mean?

Protected Health Information 

100

PG advised member's well visit is already scheduled for next month. How do you proceed with the call?

Call to confirm the appointment 

200

Where would you find responsible party on CCD?

Contacts on Record 

200

What screen and screen group would you use to check a member's eligibility with the plan?

Post Authorization+ Managed Care

200

How would you find member's PCP?

Hot Links- Display Provider 

or 

Hot Links- Display Members-Display History 

200
What does HIPAA stand for?

Health Insurance Portability and Accountability Act of 1996

200

Member stated she will self-schedule member's dental cleaning and declined again even after rebutting. How should you proceed?

Advise you'd like to schedule a callback to confirm that appointment and update our records. 

300

You see an alert for an upcoming SAR on CCD. Where would you find the renewal date on CCD?

Medical Drop Down
300

What screen and screen group would you use to check PA 211 eligibility?

Case Non-financial + Household Individuals 

300

How do you place a member on the do not call list?

Hot Links- Display Members- Member Profile 

300

What 4 pieces of PHI need to be verified on all calls?

Name 

DOB

Address

Phone Number

300

Calling to schedule well visit for a 19-year-old member, and his mother answers. When asked if the member was available, PG advised member is at work and she handles his routine care. How should you proceed?

Check to see if there is a PRD on file. If not, schedule a callback for whenever the member will be available and send a PRD form

400

How do you get to your drafts?

Switch to Contact Search and type in your username

400

What screen and screen group would you use to find renewals and SAR?

Budget Authorization + MA Budget Authorization

400

Where would you find member's alternate ID number on Profound?

Hot Links- Display Members- Click on Member Additional 2

400

How long does a verbal PRD last?

That 1 call 

400

18+ year old member wants to give verbal permission for his mother to speak on his/her behalf. What should you have up, reading verbatim?

Verbal PRD Script located on CCD under resources 

500

Where would you find the answer to the security question "Name a medication that you are currently taking."

Claims under "RX"

500

PG cannot verify the phone number on CCD but advised she just updated it with the county assistance office. Where would you go to find the updated phone number?

Standalone

500

How do you view and clear your callbacks?

Maintain Cut Worklist click on your callback and change the O (for open) to C for (close)

500

Member verified all 4 pieces of PHI and requested to have her number updated. What do you have to do to update the phone number?

Ask 2 additional security questions

500

What should you always ask the member before dialing out to schedule an appointment?

Dates/times that work best for scheduling

M
e
n
u