Medicare 101
POSO Sections
MCR Tools
Plan Documents
Benefit Activation
100

Federal program for eligible beneficiaries. 

What is Medicare?

100

This is the first thing you do after a warm handoff from a Sales Agent

What is introduce yourself and set expectations?

100

If you’re unsure about an SEP code, you should do this.

What is escalate to the Licensed Member Care Team?

100

This document is used to confirm Medicaid level eligibility for Dual Special Needs Plans.

What is the Summary of Benefits (SOB)?

100

This model should be used when a member expresses hesitancy about completing the HRA.

What is the CARE model?

200

Those over 65 having worked 40 quarters or under 65 and is receiving SSD for over 2 years.

Individuals with ALS 

Individuals with ESRD

Who is Eligible for Medicare? 

200

This section confirms the member understands their current plan will end and when the new one begins.

What is the Intent section?

200

This process links the member on the line with the correct case in CUY.

What is "Matching a Lead"?

200

This benefit helps members save on groceries, OTC items, or utilities.

What is the Spending Card Allowance?

200

This must be confirmed for each medication during pre-registration to ensure accuracy.

What is the prescriber?

300

Medicare coverage for Hospital 

What is Medicare Part A?

300

This part of the script ensures the member’s doctor is in-network.

What is Provider Look-up?

300

This software must be launched after logging into CUY to enable audio.

What is GATO (softphone)?

300

This benefit provides convenience and cost savings on medications.

What is Mail Order Pharmacy?

300

This tab in SunFire is where you go if benefit activations don’t appear automatically.

What is the Opportunities tab?

400

This enrollment period happens every year from October 15 to December 7.

What is the Annual Enrollment Period (AEP)?

400

This sub-status is used when an application is submitted.

What is WTP-Pending?

400

This tool is used to verify if a provider is in-network.

What are Carrier Portals?

400

This benefit helps members get to their doctor appointments.

What is Transportation?

400

Name one situation where you should NOT offer to send the confirmation text a second time.

What is when the member says they don’t know how to use text or messaging is turned off?

500

This condition allows someone under 65 to qualify for Medicare.

What is Social Security Disability for 24 months, ALS, or ESRD?

500

This is something you should never include in call notes.

What is personal or sensitive member information?

500

An online MCR resource library 

What is FOCA? 

500

This is the best way to search for an application in SunFire.

What is using the Enrollment Code from CUY?

500

This part of CARE involves showing empathy and repeating or summarizing the member’s concern.

What is Acknowledge?