Notice and Proof
To Task or Not to Task
Team Criddle Customer Specifics
Inital Interview 101
Class or Disability Type
100

What do you do on a Day 7 Task?

Contact the AP for an update on request and contact ee for update and to inform them of what AP said

100

You are reading medical- the claim needs a medical review; you had to update the dx code- do you set a task for the next day to send through Chorus or send today?

Next day the DX code will batch overnight

100

Who is the customer who you must manually set up a leave, send an email w/ADA form, and process as an AS event?

GoDaddy

100

Do we use claims pad for the II note when deferring or denying the claim?

Yes- every claim needs and ii note

100

Where do you find the class type for the claim?

Eligibility File

200

When do you start initial notice and proof?

After the first II attempt if not able to approve or reach ee

200

Can you preapprove an stdcp claim?

yes but you can not close until DOD

200

What customer do we have to verify PTO usage for supplementing for benefits?

Main Line Health

200

What is newly required in all initial approval notes from the claims PAD?

MDA min/opt/max durations

200

If the Sub/Loc Change during the claim- does this effect the benefits assigned?

Yes, likely will need to be reassigned or recreate claim.

300
Do we send the APS to both the AP and the EE?

Yes it can be sent to both parties.

300

If the claim is approved through the max benefit date- do you need to set a task to close claim end date?

No, this should be closed if the dod is present or in the past.

300

When did Turnpoint's Bonding benefits begin?

1/1/25

300

If you cannot reach the ee, but you did cx sx with the ap office would you go forth with approving the claim?

If all the information is confirmed yes.

300

If the ee was in the hospital for surgery but not admitted what should the disability type be?

Sickness

400

If we can not confirm whether the ee has been released to return to work or need more information from LOV- would we attempt to reach out again or start notice and proof?

Start notice and proof

400

Should you be setting tasks on closed claims? GENERIC QUESTION DO NOT OVERTHINK! 

No- there are of course one offs (RR INT BONDING) but this could be viewed as work avoidance.

400

Do we create an Own Personal Leave for Main Line Health for bonding when FMLA not elig or exhausted?

NOOOOOOO!

400

Who do we contact if by 2:00pm we cannot finish our II's for any given reason?

The team group chat, it is your own responsibility to have all of them completed.

400

If the disability type comes through intake as WC- but the ee confirms it is not WC what does the case manager do?

Change to reflect no WC

500

Medical comes in on day 45/15- we cannot render a decision without review. What is the Case Managers next steps?

Send the Claim through CHORUS- complete the review request send the ERISA extension letter to ee and communicate with ee.

500

You are nearing the end of your day and there are tasks on your desk you did not get to today- Would it be okay to move them to the next day?

NO this is again what could look like word avoidance- it is okay to have work beyond day 0 or 1, if greater than three days reach out to Missy and Morgan for desk management assistance

500
What customers do we need to set up COML for?

MLH, Six Continents, Global Payments and Global Foundries

500

Do you need an additional approval note, if you can approve based on the II phone note?

No that one note can serve as the approval note as well.

500

When establishing a disability type for an MA PFL bonding after maternity- What should the disability type be?

Hospital Sickness