Maestro Documentation
Maestro Intents
Systems
True/False
SOP
100

Member calls to discuss plan benefits. How would the advocate auto-document what benefit(s) were discussed on the call? 

By clicking the box in the top right corner 

Documentation Requirements SOP> Benefits 

100

A provider called on the member's behalf to verify eligibility what intent would you choose?

Eligibility 

100

A member is calling to check the network of a provider. What system(s) would you potentially access? 

Maestro

Rally

Facets

PRE

100

Advocates should never document the names of other Customer Service advocates.

True 


System Documentation - Appeals, Grievances, CD and OD>Who, What, Where, Why, When, How

100

What SOP would you access for pharmacy benefits?

Rx Benefits (IFP)

200

In general, what must be documented on all calls?

Who, What, and Where

Documentation Requirements SOP> General 

200

A member is calling for assistance with scheduling an appointment with their provider what intent would you choose?

CSP Documentation- Appointment Scheduling

200

The member is calling to find out why their prior authorization was denied. What system would you access to find the denial reason? 

I-CUE

200

The primary account holder is calling to discuss specific plan information for their spouse. It is not required to HIPAA verify the primary account holder. 

False 

HIPAA - Caller Types

200

What SOP would you access if a member is calling in regarding GAP exceptions? 

Medical Prior Auth Call Handling (IFP)>Request Prior Auth or Gap Exception

300

You receive an escalated call (upset member) from a member requesting to speak to a supervisor. Per the SOP what must you document? 

Escalate the call to the supervisor and document the following:  

  1. The call was transferred to supervisor
  2. Caller's name (if other than the member)
  3. Reason for call/transfer
  4. The actions that were taken to assist the caller

Escalated calls and Issues SOP> SEL Process

300

A member is requesting a coverage letter. What intent would you choose? 

Member Materials 

300

A member's mother is calling to check the status of their child's epilepsy medication. What system(s) would you access? 

Maestro 

PAS 

300

Member calls in to verify behavioral health benefits, risk screening questions must be asked?

False

300

A member is requesting the TAT for a payment made via their member portal. Which SOP would you access?

Premium Payment Options and Issues - Index (IFP)>General Information

400

A repeat caller is calling for the same issue that has not been resolved. What information should be documented in Maestro 

  • Reason for call 
  • Who is calling 
  • Previous/related Maestro Interaction ID
  • Document any of the following when applicable:
    • Original Macess Service Request number
    • Provider name
    • DOS
400

A member called to check on a prior authorization that their provider submitted what intent would you choose?

CSP Documentation- Pharmacy Prior Auth

400

A member is calling to check if a specific benefit is covered. What system(s) would you potentially access? 

Maestro, benefit 360, doc 360

400

The member has met their deductible for the plan year, this means the member no longer has to to pay a copay. 

False

400

A member is requesting a copy of their Medical EOB (Explanation of Benefits) to be mailed to them. Which SOP would you access? 

 

Member Materials Request (IFP)>Medical EOB Information

500

If an appointment is scheduled for the member, what information should you document in Maestro?

  • Appointment date/time, phone number, and address of the location. If known, include the name of the provider the member will be seeing.

Provider & Referral Call Handling Index - IFP SOP>Search & Assign Provider Intent

500

Member calls expressing dissatisfaction with resolution of a claim. What intent would you choose? 

Appeals and Grievances

500

A member is calling to check the status of their appeal. What system(s) would you access?

Maestro
ATS 

500

Acupuncturist providers does not require a referral for a gated plan. 

True 

Provider & Referral Call Handling Index - IFP>Referral Exemptions

500

An Off-Exchange member is calling to cancel their plan. What SOP would you access? 

IFP Off Exchange Reference Guide>Account Updates/ Changes