Tasks
SOPs/Documentation
Connections w/ Member
Miscellaneous
100

What task do you create in TruCare when crisis criteria was met, but the caller was not transferred?  

Welfare task  

100

What SOP should you follow for Disney documentation?  

Behavioral – Disney Account Specifics  

100

If you call the member and they answer, what do you do with the 100% follow up task?  

Add a task attempt and complete it

100

What calendar do you schedule LTC consultations on?  

BH Navigation Outlook Calendar  

200

What do you do with a duplicate 100% follow up task?

Cancel it

200

Where should we be documenting Disney HMO members?  

CAMS

200

When should Careforth be offered? 

If the customer accepts additional follow up 

200

What email bin do we use for Orange County Sherriff's office and Progressive?

confidenavigator@cigna.com

300

What do you do with the 100% follow up task if there is no customer contact information?  

Update the task description: CC unable to follow up due to no contact information available, and then cancel.  

300

In TruCare, what is the name of the assessment CCs use to document?  

BH Navigation Care Coordinator Assessment  

300

How many outbound call attempts do you make for WPO members?

Two

300

At what point do you send the customer a survey?

When no additional follow ups are scheduled.

400

In a scenario where you need to Cancel a task due to no follow up, what should you never do before Cancelling?

Never add a task attempt before Cancelling a task

400

In TruCare, what is the Case Type & Case Name CCs should be using?  

Case Type: Behavioral/EAP/Navigation 

Case Name: BH EAP Nav  

400

What four places can you check to gather customer contact information?

  • CAMS: Same-year case demographics screen
  • TruCare: Assessment notes or Member Dashboard
  • OneView (check Preference tab or Demographic Information section)
  • CCV
400

What to do if a Disney Advocate is supporting a Claims Research Request and has additional follow up scheduled?

Pend your task every 3-5 business days to check if claims research support is complete. Once their support is complete, you will follow up within 3-5 business days

500

After scheduling an LTC callback request, what task do you create and what queue do you assign it to?  

LTC Telephonic Consultation Task & BH EAP Case Coordinators Queue

500

What action/result codes are needed when documenting Disney HMO members in CAMS?  

ROC 1

Action Code: 

Confide/Nav Intake  or Confide/Nav Non-Intake 

ROC 2

Action Code: Confide/Nav Follow Up 

Result Code: Choose appropriate option 

500

How many days is verbal permission good for?

7

500

What form is needed if an adult wishes to generate an authorization for another adult?  

Personal Representative form