Open Enrollment
What action are you to take when the task is in Contact Client?
1. Review OE Information
2. Follow up with Client on any missing information
3. Provide the Client with an ETA on when packets will be sent.
IF a member asked to be retro termed to 4/30, should you? They are paid thru 8/31
No, the max you should retro term a member is 30 days.
Name 3 areas in Onbase you should be checking daily
1. Filter Admin Queue
2. Questions Queue
3. GI Billing|Special|Special Cafe
4. Department Request
5.Corrections
What is the purpose of the negative invoice report and why do items appear on this?
The reason for the report is that we have an incorrect invoice due to subsidies being duplicated on the invoice due to the same nominal dates
This mammal can hold its breath for up to 90 minutes underwater
What is a whale
If you have 20 Locations and 7 Benefits whats the best way to update rates in BMS?
Use BMS Rate Import
If a refund was mailed, and you are aware of an updated address what action should you take
1. Check to see if Check was cashed
2. If not cashed then ask to void and reissue a check. To the new address.
What areas in Clickup should you check daily?
Open Enrollment
GI Assignments
*Implementation Team- New Business Intake
What is the purpose of this report, Q17Corrections
This report will inform you of any items that may need correction, as the QE notice was processed incorrectly.
Known as the fastest land animal, this spotted feline friend can reach speeds of up to 70 mph
What is a cheetha
Why would you use the Benefit End Report for an OE?
If a group is terming one benefit and all EE's have to make a positive election, this way you can have all benefits termed with an Import.
If you create a Misc Payment for 70 dollars and after you select SAVE realize it should have been for 70.25 if you update the Misc Payment Screen will that fix the AP Transaction?
No, BMS does not automatically update the AP Transaction. You will need to manaully update the AP Transaction or create a new one.
At a minimum, how many times should you be looking at your COBRA Mailbox
Twice- once in the am and again before the day is done.
What is the purpose of Q17DirectSpecial
The report provides you with any direct or retiree billing members that you would need to take action on
A baby kangaroo is called a ______
What is a joey
What is the difference between a passive and an active Open Enrollment
A passive enrollment the EE does not need to make an election and active enrollment the ee will not have benefits if they do not make an election.
Can you repost money from a Misc Invoice to a normal invoice?
Kinda- All depends on if the refund has been cashed. If the EE has already cashed the check, no action can be taken. If it has not been cashed, we can VOID the AP Transaction, and you can repost the funds.
After you run your BMS Queue what should you do?
What does this report do Unapplied Funds
This report is for any funds/money that are not posted to a member's account and need to be manually fixed refunded or posted to a newer invoice.
This bird is known for mimicking human voices
What is a parrot
What action should you take if a client has not sent you OE information?
1. Email the client
2. Follow up with Broker
3. Call Client
What action should you take if a check is returned to P&A with no forwarding address?
1. Check with the client for the updated address
2. Leave the check as is and move ClickUp ticket to done.
Why is it important to acknowledge team chats?
Respect and Courtesy
Team Morale and Engagement
Clarity and Confirmation
Professionalism
What does this report do COBRA Trust Balance
Does a validation of all funds associated with a company and figures out if we are in balance or if we have an over or underpayment situation.
This land animal has the longest neck
What is a giraffe