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Accounting
Miscellaneous
Customer Service Training
100

When dialing out to a patient, what do you need to disclose?

That we are calling on a recorded line.

100

What does OD in an order mean?

Right eye

100

Where do we confirm patient's last payment date in Filemaker?

Billing Info> Transactions

100

Who is responsible for getting Voicemails throughout the week? 

EVERYONE

Thursday after our meetings, those who are on huddle notes that week. 

100

Name the Four Rapport Acknowledgements.

100% Attention, Response, Understanding, Respect

200

Other than an email, what are the two most important things to get from a patient on a new call? 

Hippa & Payment

200

How many tubes can be drawn for a UCI pt?

20

200

What are the payment options for a HC order & a Full order?

Full: $699 upfront or 6 monthly payments of $130

HC: $699 upfront or 2 monthly payments of $350


200

Where can you find your schedule & break times?

Teams PS Schedule Tab

We should be going to our breaks and lunches as close to our scheduled time as possible! Please review when the schedule to verify your times, if it needs adjusted, come talk to Haliey. 

200

Name 3 out of the 10 "ACTIONS"/Steps on the decision ladder.

Action, Commit, Play, Continue, Study, Look/Listen, Challenge, Stop, Avoid, Complain, Neglect.

300

What BCF(s) can UCI patients use?

Exam One Mobile & Exam One - Orange.

300

What are the 5 states MediPro covers for mobile services?

NY, NJ, TX, FL, PA

300

Where can you verify that a payment was successfully completed in the portal? 

Portal Transactions 

Auth.Net

300

What is the expectation when emailing mentormate?

Email from your personal email and put the patient reference number in the subject line. 

300

The Decision Ladder in its simplest terms is categorized by three types of willingness, what are they? (Hint: Picture the ladder and how it is categorized)

Positive, Neutral, Negative

400

What does it mean when the Patient Portal Status says onboarding complete? What is the appropriate next step?

Onboarding Complete – the user completed their demographic information (address, HIPAA Contacts, etc) and/or an order flow (selected BCF, order type, and completed payment).

Check the patient note and verify the patient is all set. We will call at the time of shipping. 

400

Where are the "Needs New Order" lots located for P2 to work?

 The ASED (Shipping) dashboard, selecting new order only and refreshing the screen

400

When refilling for a patient on monthly, and the ARB is still active, what date do we apply for the 1st payment on the New order?

The date the next payment should come out

400

When do we submit an Adverse Reaction and what are the steps?

When a patient states VT is causing irritation, redness, soreness, stingy. 

Document in patient record on FileMaker, File on HSI, email physician and patient Adverse Reaction Form to complete.

400

Where can you find helpful verbiage to navigate tough conversations/calls with patients?

Do's and Don'ts Scenarios on LearnAmp! 
500

How do we respond when a patient asks if this is covered by insurance?

We are a self pay service and do not have the ability to submit to insurance.

We CAN however send you documentation to submit to insurance for potential reimbursement, although we do not guarantee any sort of reimbursement.

500

What are the 4 patient portal statuses? 

1. Invitation Sent – Initial invitation has been sent to the user, they have not accessed the portal or confirmed their DOB

2. Confirmed Birthday – the user has logged into the patient portal and confirmed their date of birth, the user has not completed an order flow

3. Set Password – the user has created a password however did not access the Patient Portal any further

4. Onboarding Complete – the user completed their demographic information (address, HIPAA Contacts, etc) and/or an order flow (selected BCF, order type, and completed payment)

500

What is the mobile blood draw fee? Which two states have different blood draw fees & what is their price?

$20, Hawaii & Alaska, $50.

500

What are Patient Services 5 team commitments?

Personal Accountability

Assume Positive Intent 

Lean into Healthy Conflict

No “S**T” Talking: Absolutely NOT Acceptable!   

Check yourself /Self-reflection

500

What are the 3 parts to a smooth process that can make all problem-solving productive?

Probe: Ask clarifying questions

Align: Talk at the same level. Logically and empathetically
Raise: Raise to higher levels gradually and with confidence and respect so the person is able and willing to follow.