Click
Initial Visit Conversation
AaNeel
Luminate
Misc.
100

The button we select to see available appointment dates. 

Get Appointments

100

True or False: The member needs to complete the Authorization to Treat Form in order for the Nurse Practitioner to conduct the health assessment. 

True

100

Name of section in AaNeel where we can update patient demographic information. 

Demographics

100

What is the best thing to copy from Luminate and paste in AaNeel to search for a member?

Phone number (we can also use AaNeel ID, address or name)

100

True or False: We need to give the recorded line disclaimer whenever a caller answers the phone. 

True

200

What you should select in the visit card if you leave a voicemail.

Cancel Button

200
True or False: During the initial visit the Nurse Practitioner will NOT ask to see a list of medications. 

False

200
The name of the section we will notate the call in AaNeel.

Communication Log

200

The menu in Luminate we will use to find the call list.

Outreach

200

We must always select one of these from a dropdown in Max before we select Save & Close.

Dispositions

300

The option we select under Actions to open the visit card

New Visit

300

What is one example of a disqualifying question?

Dialysis

Transplant in past 12 months

LVAD

Hospice


300

The name of the dropdown in AaNeel we can check to see if we scheduled an appointment for a member.

Scheduler -> Member Appointment

300

Where we will find the de-attribution form in Luminate.

Eligibility 

300

When a member pushes back, we should attempt one of these.

Rebuttal

400

The Visit Type we are scheduling for.

Medical - Comprehensive Initial

400

When do we verify the member's date of birth and address?

After they have agreed to a visit

400

What color will the dot next to the umbrella be if a member is eligible?

Green

400
The name of the button in the Call List that you will select to identify the next member you will be calling. 

Call

400

Name one thing we should not say while speaking with members.

  • Free services

  • Meet and Greet

  • One and Done

  • We offer transportation

  • The Nurse Practitioner will see you outside of business hours

500

What you should do if you accidentally book an appointment. 

Search for the visit in Click and Cancel it

500

What would we do if a member answered yes to a disqualifying question?

De-attribute the member

500

Do we have to document for every member we access in Luminate? Why or why not? 

No. We should only document if we make a call to a member.

500

The name of the box we will UNCHECK when we remove a member with a wrong number from further calling lists.

Valid check box

500

We should schedule this many business days out with a member.

3 + business days