Verification
Five9
Salesforce
100

When a member does not want to verify. 

What is refusal to verify. 

100

Within salesforce the button you click to login to the Five9 softphone system. 

what is the Engage or Phone button on the bottom left hand side of the screen. 

100

Needs to be refreshed every couple of hours, has post appointment follow up and open cases to view. 

What is the Advocate Dashboard. 

200

A federal law in the United States that was enacted in 1996 to ensure the privacy, security and confidentiality of individuals' protected health information. 

What is Health Insurance Portability and Accountability Act.

200

Ready, Break, Provider office call, Training. 

What are agent ready states. 

200

Page where you can review case history or any engagements with the member. 

What is Person Account (member account)

300

2 out of 3 identifiers to properly verify a member

What is DOB, Complete Address or last 4 of SSN. 

300

Unique number that is specific to each advocate that is needed in order to setup the softphone station. 

What is station ID number.

300

section where you can update the member's phone number, email address and preferred language. 

What is the Patient Information section.

400

We need to obtain in order to speak to a spouse on behalf of the member.  

What is verbal consent from the member. 

400

Only available during a live call. 

What is script button. 

400

section where you can access the member's plan details. 

What is the member plans for parent account, blue hyperlink within section. 

500

Case that is opened when a parent/guardian calls in to schedule an appointment for their child under the age of 18. 

What is the minor member's case. 

500

Training Inbound_UAT

What is campaign type. 

500

The member's plan name within the plan details page. 

What is market type. 

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