CALL OPENING
PROBING POWER
RESOLUTION MASTERS
HIPAA HEROES
QA SURVIVAL
100

What statement shows the caller you understand their concern?

Acknowledgment


100

What type of question gathers facts about the situation?

 Situation Question

100

What should be given when options are available?

Solution and Options

100

How many identifiers are required before releasing information?

Three

100

What must be obtained before placing a caller on hold?

Permission

200

What should every call begin with?

Proper Greeting

200

What type of question uncovers the caller's problem?

Issue Question

200

What step confirms the caller understands the solution?

 Gain Acceptance

200

What member identifier is preferred for authentication?

MRN/HRN

200

What kind of transfer is preferred when appropriate?

 Warm Transfer

300

What type of tone earns full QA points?

Professional Tone

300

What type of question confirms understanding?

Validation Question

300

What summarizes the important points discussed?

Recap

300

Besides identifying the caller, what else must be verified?

Relationship to the Member

300

What question ensures all needs are met before ending the call?

Is There Anything Else?

400

What statement shows ownership and willingness to help?

"I Can" Statement

400

What is the purpose of probing?

Identify Customer Needs

400

What should follow a recap when applicable?

 Next Steps

400

What QA section is worth 10 points?

Caller Authentication

400

Name one required documentation element.

MRN, Caller Name, Call Flow, or Resolution

500

Before asking questions, what should the CSR do?

 Ask Permission & Explain the Benefit

500

What three question types should be used together?

Situation, Issue & Validation Questions

500

What helps ensure First Call Resolution before ending the call?

Recap and Next Steps

500

What happens if PHI is released to an unauthorized person?

Automatic Fail

500

Name one Automatic Fail.

HIPAA Violation, Unauthorized PHI Release, Inappropriate Hang-Up, Profanity, Personal Business, Failure to Assist, or Password Reset Policy Failure