Intake Script and Resources Assessment
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Questions and Answers

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

  • Document in task Check 'FINAL ATTEMPT' box
  • Merge call to task
  • Send inbasket to Kimberly McPeak & Kelly Haukland (correct)
  • Update the wellness plan

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

  • UTR letter
  • Wellness plan
  • Summary of Benefits (correct)
  • Outreach status report

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

  • Document in task Check 'FINAL ATTEMPT' box (correct)
  • Update wellness plan
  • Merge call to task
  • Send UTR letter task

What triggers the autogeneration of a second intake task?

<p>'UTR' status case (D)</p> Signup and view all the answers

When should a UTR letter task be autogenerated?

<p>If the final attempt is marked (D)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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

<p>True (A)</p> Signup and view all the answers

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