Self-Direction
PPL Abbreviations
NY Terms
PPL Call Center Etiquette
CRM
100

Self-Direction

offers individuals receiving care increased choice and control over their services and supports. 

100

CMS 

Content Management Systems 

100

Person receiving care is called

CONSUMER 

100

Agents will use ____ techniques and assist callers to the best of their ability. 

De-escalation
100

What is CRM?

Customer Relationship Management

200

Participant decides:

When  

What (type of care)  

Who (cannot be a spouse, parent or someone living in the household  

How  

 

200

EOHHS 

Executive Office of Health and Human Services

200

Intellectual and Developmental Disabilities 

Medicaid offers resources to help support people with IDD and their caregivers 

200
Some examples of call avoidance that can lead up to corrective actions and/or termination include:

a. Purposely disconnecting the call.

b. Being unresponsive to callers.

c. Placing callers on hold for an extensive amount of time without checking back in with them. (Agents should check back in with the caller every 3 minutes)

d. Failing to call the client back when the call drops (exception: call is disconnected by the caller)

e. Update 8/1/24: Calls disconnected by the caller do not require a call back.

200

What are the 6 subcategory options available?

a. Transition Specific  

b. Enrollment Specific  

c. Pay Rate Specific  

d. Eligibility  

e. Program Related  

f. Other 

300

Participants

have a selection of choices over the plan of care, the people who provide care and who receives payment.

300

ILC 

Independent Living Counselor 

300

Licensed Home Care Services Agency 

Agencies that provide home care services to people who have private insurance or pay out of pocket. 

300

Callers must not be placed on hold for more than __________.

Three minutes.

Agents should check back in with the caller every 3 minutes.

300

What is the difference between an 'Activity' & 'Case' with some examples

An 'Activity' means...

YOU have taken an action

* Updated Address

* Returned a call

* Opened a case

* Sent an email

A 'Case' means SOMEONE ELSE needs to take an action

* Correct checklist

* Monitor background check result

* Enrollment Specialist or I&A staff needs to contact the Participant.

400

Representative

An individual may appoint a representative to assist in performing the responsibilities of the employer  

**this position is voluntary and not a paid role

400

OIG 

Office of Inspector General

400

Managed Long Term Care

Health plans providing Medicaid services, sometimes involved in CDPAP/CDS programs. 

400

What are two possible outcomes of staff providing incorrect information to customers?

If CS staff give out incorrect information, they are expected to make an outbound call to the caller within the same day if possible or within one business day at the latest to provide the correct information.

2. Repetitive incorrect information will result in coaching and potentially corrective action.

400

When replying to an email, what are the steps to follow?

1. Select email  

2. Select Reply, Reply All, or Forward  

3. Update “From” Field to “z Email Inbox Only – NY CDPAP”  

4. Update PPL Category to “NY CDPAP Inquiry”  

5. Update PPL Subcategory

g. FI Inquiry  

6. Change [Name] and paste reply  

7. Attach documents (if applicable)  

8. Proofread everything  

9. Select Send  

500

Responsibilities include:

Paperwork  

Scheduling  

Timesheets  

 

500

SEIU 

Service Employees International Union 

500

Program All-Inclusive for Elderly 

Medicaid provides comprehensive medical and social services to certain frail, elderly people (participants) still living in the community 

500

What is PPL's expectations when handling a caller using foul/inappropriate language?

n the event a caller is using foul/inappropriate language or tone, CS staff should politely advise the caller that the call is being recorded, and request the caller be respectful, or the call may be disconnected. If the caller continues to use foul language, CS staff should politely remind the caller no less than 3 times that they will disconnect if this behavior continues, before the CSR disconnects.

a. In the event a caller uses discriminatory or threatening language or indicates a desire to harm themselves or others, CS staff should immediately report the event/incident to their supervisor with the caller's phone number, name of the caller, and date/time of the call. CS Staff should advise that this call is being recorded and that they need to disconnect the call immediately.

b. Supervisors will follow the standard operating procedures to document and report discriminatory or threatening language or desire to harm themselves or others per program guidelines.

500

True/False 

You do not need to create an activity for every call

FALSE

You must create an activity for every call.