Advocate for Member
Call Flow
Educate Member
Anticipate Needs
Guide
100
This pop up notifies us of necessary updates needed to the account like phone or email. 

What is a trigger?

100

This statement helps the member to know they have reached the right place and we will be able to resolve their issue

What is a Hero Statement?

100

In addition to reviewing a claim, we can do this step to give the member additional plan information

What is giving benefits?

100

NEXUS plan members will need this in order to be seen outside their PCP.

What is a referral?

100

Proactively calling your member's physician or pharmacy

What is provider outreach?

200

Scheduling a member to speak with our clinical nurse is an example of this type of referral

What is an internal program referral?

200
Doing this helps us to ensure the member we heard and understand their concern

What is paraphrasing the member's need?

200

Advising our member of in network provider options although they are seeing an out of network provider is an example of this

What is in network provdier steerage?

200

You can provide this form via EZComm if member is traveling outside the US. 

What is international claim form?

200
Walking a member through this step helps them to access our website and app.

What is portal registration?

300

This site allows members to find additional support and resources in their community

What are community resources?
300

Asking member if ok to hold, setting a time expectation, adhering to that expecation, and thanking the member for holding is an example of this

What is proper hold procedure?
300

This option allows members to receive care for certain symptoms or illness without having to go to a doctor office, urgent care or hospital.

What are virtual care options?

300

We can offer this to expecting parents at no cost preventive in accordance with healthcare reform policy. 

What is a breast pump?

300

This program is available to expecting persons with CBRE

What is Carrot Fertility?

400

9point6 and Hinge Health are examples of this type of referral

What is an external program referral

400

Doing this step allows the member to recall everything which was accomplished on the call and may help to drive any additional questions

What is recapping?

400

Our members can use these to help pay for medications and other health expenses

What are financial accounts?

400

A member can  use this program to help find in network surgeons and plan an upcoming surgery to stay in network, streamline the PA process, and lower costs. It may be mandatory on some plans

What is Specialist Management Solutions?

400

Advising of alternatives such as lower cost medications or more cost effective facilities i.e. urgent care vs ER

What is advising of lower cost alternatives?

500

Listening for these helps the advocate to better understand the member's need and offer appropriate programs and resources.

What are trigger words?

500

Giving your number and advising of our voicemail and callback timeframes are part of this step in the call

What is giving your direct extension?

500

These medications are often prescribed for A1C and Diabetes but can also be ordered for weightloss.  These medications often cannot be covered if a comorbitity is not present 

What are GLP-1s or weight loss drugs (Ozempic, Mounjaro, semaglutide, Zepbound, Sexenda, etc.)

500

A new parent will need information on this to ensure the baby is enrolled in the plan.

What is the newborn process?

500

An expecting parent will need a list of these after delivery

What are in network pediatricians?