Closure Statues
Follow-Ups
Terms
Call
Elements
100

This status you use when the contact refuses to verify 

What is Unwilling; Unwilling Office Refused?

100

This follow up is used when leaving a VM

What is Phone - Left a Voicemail?

100

For this term you do not have to send a SOT. 

What is a deceased provider or speaking directly to the retired provider?

100

While on the call you get transferred to another person halfway through the call. We have to restate something. 

What is the QA statement?

100

We confirm the Supervising Specialty on this screen

What is the C screen?

200
I use this when I'm waiting for a SOT to be sent back

What is Incomplete; Verification Incomplete SOT Pending?

200

This follow up is for when we sent a SOT

What is SOT - Close Record Reminder?

200

You need this information to send a SOT

What is First name; last name or initial; phone and email/fax?

200

The caller says they don't participate in UHC so we have to do this. 

What is Attempt to verify the demographics for assigned TINS, and transfer contact to the VETSS line once your call with them is complete?

200

We must ask this for every name and address change?

What is the effective date?

300

This status is when the verification initiated (phone outreach) - spreadsheet sent, returned, and required clarification to complete


What is Spreadsheet - Clarification Completed?

300

We have to call this amount of times on each record.

What is 3 times?

300

These are the only 2 reasons you'd need to do a Phycon for terms. 

What are 

  • If a W-9 is received, reach out to a SME / supervisor for further instructions.
  • Additional providers for the tax ID are not loaded in PVO OnBase.
300

We need to research our provider prior to the call to determine if they're a HBP or Hospitalist because of these reasons.

What is because the ANP and age limit questions are different?

300

This is the only element that we can't use Asked Not Verified

What is age limits?

400

We use this status for when this happens: Three call attempts made to number affiliated with provider or TIN / Corp / PTI Name, but no verification completed 

What is, No Response/No return call/No fax/No email?

400
SOT follow ups are scheduled these amount of days

What is more than 10 business days?

400

You have to do this if the SOT comes back with a different term date on it. 

What is update your U Form?

400

While on the call the providers office says they don't have time to finish so we do this.

What is offer to send a spreadsheet or schedule a callback?

400

This must be asked after every phone number verification. 

What is the directory indicator?

500

We use this status when correcting a defect.

What is Complete; Defect Correction Complete?

500

A callback is needed and has to be scheduled within this amount of hours

What is within 48 hours?

500

If a SOT does not get returned, we close out it to a certain status. 

What is Complete; SOT unable to be secured?

500
The reference number we provide consists of these 2 elements

What is last 4 of TIN and the MPIN?

500

The office states the doctor works every other Saturday. We update OnBase as such.

What is we leave it blank?