Warm Welcome
Verify Before You Proceed
Narrate the Care
Hold, Transfer & Summarize
Conduct & Compliance
100

This must always be stated verbatim in the greeting for all lines of business.

What is “Sutter Health” branding?

100

How many total identifiers are required to verify a patient?

What are three identifiers? [Quality &...ence Guide | PDF]

100

A commitment statement must include one of these five eagerness keywords.

What are definitely, certainly, absolutely, my pleasure, or I’d be happy to?

100

Agents must always do this before placing a caller on hold.

What is ask permission and gain agreement?

100

Hanging up without a proper closing is considered this.

What is misconduct?

200

How many components are required in a proper welcome introduction?

What are four components? [Quality &...ence Guide | PDF]

200

This identifier must be attempted before using any alternate identifier.

What is Date of Birth (DOB)?

200

Simply saying “I can help you” is unacceptable because it lacks this.

What is an eagerness keyword 

200

Using mute instead of hold is only allowed for this type of situation.

 What are brief interruptions like coughing or sneezing? 

200

Agents must avoid slang, acronyms, and terms of endearment to maintain this standard.

Agents must avoid slang, acronyms, and terms of endearment to maintain this standard.

300

Offering help must occur before this step in the call.

 What is obtaining identifiers or asking probing questions? 

300

For third-party callers, you must confirm name plus this additional detail.

What is the relationship to the patient or organization & callback number?

300

This part of the commitment statement requires paraphrasing the caller’s request

What is the acknowledgement statement?

300

A proper summary must always include what, who, where—and this final detail.

What is when? [Quality &...ence Guide | PDF]

300

When scheduling appointments, agents must offer ADA assistance for which three areas?

 What are vision, hearing, and mobility?

400

entifying the department in the greeting is ___ (required or optional).

What is optional?

400

Before accepting one-time verbal authorization, the patient must do this first.

What is fully verify their own identifiers? 

400

After stating the Voicebot/Sierra reason for call, what must follow?

 What is a commitment & acknowledgement statement?

400

Turnaround time must be shared when applicable as part of this step

What is the action summary?

400

Providing medical advice or failing to escalate emergent symptoms is a compliance issue under this rule.

What is medical triage and no medical advice

500

This special greeting is allowed when Voicebot/Sierra is fully authenticated.

What is acknowledging the reason for the call from Voicebot/Sierra and offering assistance?

500

Insurance coverage must be confirmed how—visually or verbally?

What is verbally?

500

Filler noises while typing are considered this and are not allowed.

What is silence?

500

Outbound calls must disclose this before identifiers are obtained.

What is recording notification?