Intake Script and Resources Assessment

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10 Questions

What action should be taken if a patient's chart in EPIC indicates 'Patient not enrolled' in Strive?

Send inbasket to Kimberly McPeak & Kelly Haukland

What should be uploaded for Humana according to the given tasks?

Summary of Benefits

What should be done if the second outreach call is unsuccessful?

Document in task Check 'FINAL ATTEMPT' box

What triggers the autogeneration of a second intake task?

'UTR' status case

When should a UTR letter task be autogenerated?

If the final attempt is marked

True or false: The OSH task includes updating the wellness plan and sending any care requests.

True

True or false: The Trinity task involves ensuring the patient's chart in EPIC states 'Patient enrolled in Strive...'

True

True or false: If the second outreach call is unsuccessful, the task should be checked as 'FINAL ATTEMPT' and then merged.

True

True or false: The Humana task involves uploading the Summary of Benefits and Availity Member Summary.

True

True or false: A UTR letter task will be autogenerated if the final attempt box is marked during the outreach process.

True

Test your knowledge of the intake process and resources required for patient calls. This quiz covers the use of scripts, patient preference, and document checking in Canopy and EPIC systems.

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