Do's/Don't's
When to Transfer
Case Notes & Correspondences
Medicaid 101
Teams Etiquette
100

I don't know any verifiying information, can you still help me?

What is DON'T?

Task: Transfer to OPA

100

My daughter gave me custody of her children & I want to add them to my case.

What is TRANSFER?

Reasoning: We can not edit process.

100

I am finished (touching a case), my next step is...

What is enter a case note?

Reasoning: You must enter a case note each time you touch a case.

100

What is MA?

What is Medicaid?

100

How soon are you required to respond to a Supervisor/Lead in Teams?

What is 3-5 minutes?

200

Client is at Dr's & needs case approved now. Can we do this?

What is DON'T do?

Reasoning: We can not process, edit or alter cases.

Task: Transfer to OPA


200

Does Medicare cover dentures?

What is TRANSFER?

Task: Advise client to call 1-800-633-4227.

200

A client is wondering if their case has been approved/denied. Where do I look?

What is both case notes & correspondence?


200

What is HMK?

What is Healthy Montana Kids?

200

What should your status be in Teams during your shift?

What is Available (Green)?

300

I moved from Bozeman, MT to Helena, MT, can you update my address?

What is DO?

Task: Update Address 

300

I didn't get my approval notice, can you resend it?

What is DON'T transfer?

Task: CHIMES>Left Nav>Correspondence>Select dates>Search>Preview (to make sure its the right correspondence)>Previous>Central Print.

Be sure to case note each time you touch a case

300

What else can I find information on the case from EC's who touched it previously?

What is case notes?

300

What is the Hotline #?

1-888-706-1535

300

If you need assistance, who should you tag?

What is a Supervisor/Lead?

400

I lost my child's ACA HMK Medicaid card, can you replace it?

What is DON'T do?

Task: Advise them to call Blue Cross/Blue Shield at 855-258-3489. 

Reasoning: We can only replace MA; not HMK cards. HMK is covered by BCBS.

400

I want to add my MBI #, can you do this?

What is TRANSFER?

Reasoning: Its Medicare related. Transfer to local OPA of client.

400

What is one important step when finishing a case?

What is a case note?

Reasoning: You must enter a case note each time you touch a case

400

How long does it take to process a renewal?

What is up to 45 days?
400

During meetings, what should your mic be on?

What is MUTE?

500

Can you tell me if my boyfriend was approved? I am not an authorized rep & we're not in the same household?

What is DON'T do?

Task: Inform them that we can not assist them due to them not being a member of HH or an Authorized Rep

Reasoning: This violates the HIPPA law & its illegal.

500

My Medicaid isn't approved yet & I submitted my renewal in July. Can you help me just this one time?

What is TRANSFER?

Reasoning: We can't process, edit or alter cases

500

Where can I find out what was sent to the client in July?

What is correspondence?

500

What is QMB?

What is a Qualified Medicare Beneficiary?

500

When you're on your breaks/lunch, where should you post this?

What is New Hire Chat Group or your Team's chat?