General
Recalls
Credit Cards
Banking
Drill Downs
100

What are the required minimum internet speeds?

20 upload, 20 download

100

Name One Reason a recall might be issued

Possible Answers: Bank Auth, Medical Info, Hazardous DD

100

Can we accept debit cards?

Yes, but they will be charged as credit

100

N.A. is listed after the bank name. Do we state it? 

Yes, we state exactly what it shows on the script!

100

You are unsure of where a condition goes. What do you do?

Check the disorder sheet, if you can't find it, ask your TL!

200

Name at least 2 sections you need to check on Vcall for pre-call work!

Possible answers: Call Log Notes, PDF, Medical, Banking, Addendum

200

How many times do you attempt a recall?

Once

200

What state are credit cards not accepted?

North Carolina

200

What days cannot be effective dates?

29th, 30th, 31st!

200

What do you need to gather for Doctor's information?

Name of Doctor/Facility, Address, Phone number

300

Name the three health insurance companies we represent

National Foundation Life (NFL), Freedom Life Insurance Company (FLICA), Enterprise Life (ELIC)

300

What do you do if the drill down you need isn't on the recall? 

There is an option to add questions on the recall! If you can't get it to work, you would either ask your TL or pull it from the PDF and send recall correction

300

When are credit cards charged?

Date of Application Approval

300

Can a business be listed as the name on the bank account? 

Yes, some people use their business account to pay. 

300

Applicant states they don't know the date of diagnosis. What is the appropriate response?

The appropriate response would be "Do you know the general time period? last 6 months, 1 year, 2 year..up to over 5 years?"

400

What systems do you have to log into daily?

Callzone, Vcall, Five9, Email, Teams

400

"Recall Question Notes: Intelliscript shows you refilled a medication called Xanax. Need Details."

Applicant states they never take Xanax, What do you do?

Note in the recall box, note N/a in any questions relating to medication & complete!

400

Can a credit card be used for both initial and recurring payments?

Initial Only!

400

When do you gather the full account number?

3rd Party Payor - We will always gather the full account number for 3rd party payors 

Wrong Account Info/Changing Accounts - We will gather 1-8 for banking (Bank Name, Routing, Account, Name, Address, Phone #, Authorization Questions, Verbal Auth Obtained From)

Changing from CC/Direct Billing to Bank Draft - We will also gather 1-8! 

400

How do you open an express to a standard?

Mark the long question as yes, and ask all additional questions. When you get to the drilldown for the long question, notate what happened & why you had to open to a standard

500

How long do you have to respond to messages or emails from leadership? 

5 Minutes!!
We have a 5 minute rule to respond to leadership!

500

How do you reschedule a recall?

We never reschedule recalls on vcall. We will always send a recall stop call email with the time they would like to reschedule!

500

What information do you gather for credit card payments? 

NAME ON CARD:  

CARD NUMBER:  

EXP DATE:  

TYPE OF CARD: 

MAILING:  

PHONE:  

DO I HAVE YOUR AUTHORIZATION TO USE THE CREDIT CARD INFORMATION PROVIDED FOR YOUR INITIAL PAYMENT ONLY ON THE DATE OF APPLICATION APPROVAL? 

AND I HAVE YOUR REQUESTED EFFECTIVE DATE AS ______, IS THAT CORRECT?  

500

What do you put down for the name on the account if there are two names listed on the bank account in the application?

The authorized account holder - if it is a joint account, the name of the person who verified the banking information

500

Applicant says they were diagnosed with hypertension. What drill down does that go under?

The heart question - HBP!

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