Functions
You press this to add
What is the F2
This screen displays sales agent information
What is EPSL?
This ETC occurs every year between October 15- December 7
What is AEP?
CRM stands for
What is Customer Relationship Management?
This screen displays all the member’s Termed and Active coverage in CI
What is PESL
You press this to Real time
What is Shift F3?
This screen houses the demographic information
What is EPDM?
Medicare eligible individuals have a total of seven months to use their _______, 3 months before their 65th birthday, their birthday month and 3 months after their 65th birthday.
What is IEP/ICEP
Select the drop down arrow on the navigation bar and then select Cases/Tasks.
What is How to access your assigned personal work queue?
This is the home screen
What is PAPI
Medicare's annual Open Enrollment Period (October 15–December 7) when beneficiaries can join a Medicare Advantage or Medicare Prescription Drug plan.
What is Open/Annual enrollment period
Displays pended PCP info
What is EPPC?
The effective date for a member who enrolls during AEP
What is 1/1/26?
This is additional coverage above the scope of their MA and MAPD which may include Dental, Vision, Fitness, and others depending on the member’s plan options.
What is an Optional Supplemental Benefit
You use this screen to create a task
What is PATR
This function key updates changes
What is F11
What is EPCR?
This screen is used to real-time once pend errors are resolved
The initial enrolling period for MAPD's
What is IEP?
You click on to access a member’s Case History and Member ID
What is Policy Member?
This screen houses the beneficiary's demographic information
What is PEDM
Members enrolling using AEP will receive the following effective date
What is 1/1/26
View and correct pended benefit record
What is EPBR?
This ETC is used for AEP
What is A?
This screen displays all the member’s Termed and Active coverage in
What is PAAL
This screen will allow you to search the member by name and DOB
What is PESL