CRM
REIM Terminology
Fun Facts
Quality & Scorcard
Pre-Work
100

The full name of CRM 

Customer Relationship Management 

100

A code used by Major Medical plans to identify a product or service. Used to determine coverage.

J-code (Procedure Code) 

100
It's cold, refreshing and enjoyable to the last drop 

Jeremiah's Italian Ice

100

Mandatory attributes that are required on every call. 

Quality Service Opportunity (QSO)

100

Name the Line of Service when confirming Next Appointment Phone Call Activity

Reimbursement

200

Reached the person but follow up is needed

Completed - Follow Up Required 

200

On your health insurance card, is a six-digit number that tells the computer database at the pharmacy which health insurance provider is to receive the claim for your prescription. 

BIN, or bank identification number

200

WFO, email for HCP and BCG billing are of this topic 

The Past-Training Research Topic 

200

Name our direct QA point of contact 

Sara Eisenhauer

200

Field name to Auto-populates with the HCP’s name

Call To

300

A medical code set that is used to report medical, surgical, and diagnostic procedures and services to entities such as physicians, health insurance companies and accreditation organizations.

Current Procedural Terminology (CPT)

300

A process used to determine if a product and/or service is a covered benefit under the patient's plan 

Precertification 

300

It's clear, vital and used everyday 

Hand Sanitize 

300

Name the 3 Main Scorecard Categories

Alignment, Accountability and Advocacy

300

Weeks prior to the next scheduled instillation appointment, the Reimbursement Case Manager (RCM) will contact the HCP to confirm the instillation appointment date

2 weeks

400

4 type of ways to search for the patient in CRM

DOB, Name, Phone Number, Wild Card

400

General term that applies to all insurance plans, Major Medical and Prescription Benefit Managers 

Payer 

400

It has 9 numbers but 12 buttons 

A phone key pad 

400

The amount of calls selected per month for review

4-6 Calls 

400

An email will automatically send to this team notifying them of the change in the instillation appointment.  

FRM (Field Reimbursement Managers) 

500

These records are all considered Master Data

HCP Contact record, HCP Location record and Facility Account record

500

Insurance coverage that is available on addition to any primary policy that an insured may carry. 

Secondary Coverage 

500

The date of birth of our AMAZING Leader 

April 27th 

500

There are 5 Quality Monitoring Calls Purposes 

Direct Trends, Building Relationships, Compliance, Process Improvements and Increase Agent Performance. 

500

Reschedule the Instillation Appointment Follow these steps if the patient states they changed the appointment date.

1. open the Instillation Appointment activity. 

2. Change the Start Time to the new appointment date and time. 

3. Enter details in the Description field

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