Chartfinder
HIH and ROI
Job Aids
Scripting
CRS
100

What workbench do we work from? 

What is ...Outreach workbench 

100

Do you process your records in house or use a 

What is a third party copy service 

100

When an agents name is listed in the agent field please refer to.... 

What is ..

Outreach : SPI Intake 

100

I'm calling on a 

What is ...A recorded line 

100

Chart count for CRS

What is 15 or more

200

What should the agent field be set to 

What is ...

All

200

Do we send the provider package

What is ...NO

200

When the office states they have already sent in the request , please refer to ....

What is .. Outreach: Provider Submission Research 

200

What is the proper pronunciation of the company you work for  

What is Sigh-Ox 

200

What does CRS stand for? 

What is a Chart retrieval specialist 

300

What status's do we work 

What is ...

Unscheduled

Past Due

Scheduled 

Re Schedule 

300

2-5 digit number for Ciox ROI Sites

What is a Site ID

300

When you call a number and it is disconnected 

What is , NPI Basic Research Process 

300

Im sorry we do not verify members over the phone....

What is .....

Provider

Website

is there someone else who can assist 

300

What are the requirements to use a form site note 

What is "special instructions from site" confidential information or site specific forms
needed to be completed prior to the CRS arriving at
the site.
Example: requesting a specific CRS, needing the
CRS's name and personal information, COVID
vaccination status, etc. 

400

How many charts are we not allowed to work on an outreach?

What is ...300

400

The third party vendor/copy service is not listed 

What is ...HIH Other 

400

During pre call if the retrieval method is set to Digital Direct refer to 

What is Outreach: Do Not Touch List 

400

What do we create at the end of each call 

What is a sense of urgency 

400

If a site has a combination of paper and E-Charts and request an onsite what is the retrieval option 

What is Print to scan 

500

What two places can you identify the status of the to go charts? 

What is ...  

Members tab

Chart Status 

500

The retrieval method is

What is ..Blank

500

When two providers are listed and one is no longer present refer to 

What is Outreach: Reassign 

500

What do you say when calling on behalf of UHC for 4 outreaches 

What is UHC

500

Name all four colors in the tech scheduler and their purpose

What is...

red- cant be populated
green- open for scheduling
blue- ORG matches existing appointment
purple- if populated, creates double-booking