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Call Script

The document outlines a series of procedures and questions for handling insurance claims and denials, including obtaining necessary information such as claim numbers, denial dates, and appeal details. It provides specific instructions for various scenarios, including when claims are denied, processed, or paid to providers or patients. The document emphasizes the importance of collecting accurate information to facilitate the claims process and resolve issues efficiently.

Uploaded by

parthibanj21kvp
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
6 views10 pages

Call Script

The document outlines a series of procedures and questions for handling insurance claims and denials, including obtaining necessary information such as claim numbers, denial dates, and appeal details. It provides specific instructions for various scenarios, including when claims are denied, processed, or paid to providers or patients. The document emphasizes the importance of collecting accurate information to facilitate the claims process and resolve issues efficiently.

Uploaded by

parthibanj21kvp
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Cal

lopeni
ng:

Hi
,mynamei
s--
--
--
--cal
l
ingonbehal
foft
hepr
ovi
der
’sof
fi
cet
ocheckonacl
aim st
atus.

GetI
nsur
anceRep’
sName:

MayIhav
etheDat
eofdeni
al:

(
Ifpai
dthengetCl
aim Pr
ocessedDat
eorPai
ddat
e)

Hol
dPr
ocedur
e:“
MayIpl
acet
hiscal
lonhol
dforamoment
?”

Hol
drel
ease:
“Thanky
ouf
orst
ayi
ngonl
i
ne”(
Uset
her
ep’
sname)
.

MayIhav
etheCor
rect
edcl
aimsmai
l
ingaddr
essorFaxnumberwi
that
tent
iont
o:

MayIhav
etheCor
rect
edcl
aimst
imel
yfi
l
ingl
i
mit
:

(
Or)

MayIhav
etheappeal

smai
l
ingaddr
essorFaxnumberwi
that
tent
iont
o:

MayIhav
etheappeal
sti
mel
yfi
l
ingl
i
mit
:

Forcodi
ngdeni
als:
For
war
dcl
aimt
ocodi
ngdepar
tment

(
1.I
fchangesr
equi
ret
henwi
l
lchangeandsubmi
tascor
rect
edcl
aim)

(
2.I
fnochangesmadebycoder
s,t
henappeal
thecl
aim wi
thmedi
cal
recor
ds)

MayIhav
ethecopyofEOB:

MayIhav
etheCl
aim number
:

MayIhav
etheCal
lref
erencenumber
:

Cal
lcl
osi
ng:
Thanksmuchf
ory
ourassi
stance,
youhav
eagr
eatday
.
*
PNOF:
*

[Link]
heRept
odoasear
chwi
tht
hepol
i
cyI
D.

_
(Reconf
ir
mthepol
i
cy#)
_

2.I
fthepat
ientwasnoti
dent
if
ied:

_
Requestr
ept
odoaPat
ientName& DOBsear
ch.
_

3.I
fthepat
ientwasst
il
lnoti
dent
if
ied:

_
Requestr
ept
odoaI
nsur
edname&DOBsear
ch.
_

4.I
fthepat
ientwasnoti
dent
if
iedi
nthename&DOB sear
cht
hen:

_
Requestt
heRept
odoanSSNsear
ch.
_

(
Pref
erencet
oPt
'sSSN&t
henI
nsur
ed'
s)

5.I
fpat
ientf
ound,
*col
l
ectt
hecor
rectpol
i
cy#&el
i
gibi
l
ityf
rom t
her
ep.
*

[Link]
heCLM st
atus(
Pur
poseoft
hecal
l
).

[Link]
lref
#

CLM dndf
orPr
im EOB:

[Link]
etheDODpl
ease?

[Link]
hepr
imar
ypay
oront
heDOS?

*
IfCi
gnawasf
oundt
obepr
imar
ypay
oronDOS,
then*

Sendt
hecl
aimf
orr
epr
ocessi
ng

Andgett
heF/
Udat
e.

*
Buti
fCi
gnawasn'
tthepr
imar
yonDOS,
then*

[Link]
ethepr
imar
ypay
er'
sinf
o-I
nsname&ph#&pol
i
cyI
D#

[Link]
'
vet
hemai
l
ingaddr
esst
osendt
hepr
imar
yEOB?

[Link]
'
vet
het
imel
yfi
l
ingl
i
mitt
osubmi
tthepr
imar
yEOB?
[Link]
dyoupl
easef
axmeacopyofdeni
edEOBpl
ease?

[Link]
'
vet
heCl
aim#&Cal
lRef
#.

*
:CLM pai
dtopr
ovi
der
:

[Link]
'
vet
hepr
ocessed&pai
ddat
epl
s?

[Link]
'
vet
heAl
l
owedamt
,pai
damount
,pat
ient
'
sresponsi
bil
i
ty&conadj
ont
hecl
aim pl
s?

[Link]
hemodeofpay
mentpl
ease?

3a.*
Pai
dvi
acheck*

✓MayI
'
vet
hecheckdat
epl
s?

✓MayI
'
vet
hechecknumber
?

✓Coul
dyout
ell
mei
fitabul
korsi
ngl
echeck?

✓I
fbul
k;Coul
dyoupl
stel
lmet
heamountont
hecheck.

_
Checki
ssuedwi
thi
n30day
s,t
henneedt
oal
l
owsomemor
eti
mef
ort
hecheckt
oreachus.
_

_
Checki
ssuedat
eismor
ethan30day
swhenwecal
l
,thenneedt
ogetencashmentdet
ail
s_

✓Coul
dyoupl
shel
pmet
oknowi
fthewascashedornot
?

_
Ifcashed_

✓MayI
'
veacopyofcancel
l
edcheckpl
s?

_
Ifnotcashed_

✓Coul
dyoui
ssueast
oppay
mentandi
ssueanewcheckpl
ease?

✓MayI
'
vet
hef
oll
owupdat
e?

3b.*
Checkpai
dvi
aEFT*
:

✓MayIknowEFTdat
e?

✓MayI
'
vet
heEFTnumberpl
s?

✓MayIknowi
ftheEFTwasbul
korsi
ngl
e?

✓MayI
'
vet
heamountont
heEFT?
3c.*
CLM pai
dvi
aVCC:
*

✓MayIknowt
hecar
dissuedat
e?

✓MayI
'
vet
hecar
dnumber
?

✓MayI
'
vet
heamountont
hecar
d?

✓Coul
dyoupl
shel
pmewi
tht
heCVV/secur
it
ycode?

✓MayI
'
vet
heexpi
rat
iondat
eont
hecar
d?

[Link]
dyoupl
easesendmet
hecopyofEOBv
iaf
ax?

[Link]
'
vet
hecl
aim number&cal
lref
erencenumberpl
s?

*
:CLM Pai
dtopat
ient
:

[Link]
'
vet
hepr
ocessed&pai
ddat
epl
s?

[Link]
etheAl
l
owedamt
,pai
damount
,pat
ient
'
sresponsi
bil
i
ty&conadj
ont
hecl
aim
pl
ease.

[Link]
hecl
aim waspai
dtopat
ient
?

*
Ift
hecl
aim waspai
dtoPtcosofPr
ovi
derbei
ngnonpar-Gi
vet
hePI
N#GA187*

Andr
equestr
ept
orepr
ocesst
hecl
aim

&

gett
hef
oll
owupdat
e.

*
Ift
hecl
aim waspai
dtoPtcosofAOBnotsi
gnedt
hen,
*

[Link]
'
vet
hecopyofEOB?

[Link]
'
vet
hecl
aim number&cal
lref
erencenumberpl
s?

*
:CLM dndasPr
ovi
derNonPar
:

[Link]
'
vet
hedat
eofdeni
alpl
s?

[Link]
vet
hePI
N#GA187t
orepandr
equestf
orr
epr
ocessi
ng.

*
ifr
epi
snotr
epr
ocessi
ngt
hecl
aim becauset
hePI
Nisnotv
ali
d,t
hen*

[Link]
'
vet
hev
ali
dit
yoft
hePI
Npl
s?
(
Chki
ftheDOSi
swi
thi
nthecont
ractper
iod,
thenr
equestr
ept
orepr
ocesst
hecl
aim)

*
ift
heDOSi
sbey
ondoraf
tert
hecont
ractper
iod,
then*

[Link]
sthePt
'spl
ant
ype?

(
IfPThasapl
ayt
ypeot
hert
hanHMO,
thenr
equestt
orepr
ocesst
hecl
aim andgetaF/
Udat
e).

*
ifPt
'spl
ani
sHMO,
then*

[Link]
l
ectt
hecopyofEOB.

[Link]
heCl
aim#&Cal
lref
#

*
:CLM dndasNonCVDScv
s:

[Link]
'
vet
hedat
eofDeni
alpl
s?

[Link]
dyoupl
easet
ell
mewhatar
etheser
vicesnon-
cov
ered?(
PX&DX)

[Link]
heser
vicesar
enon-
cov
d,i
sitbecauseoft
hept
'spl
anorpr
ovi
der
's
cont
ract
?

_
Ifi
tisbecauseofpr
ovi
der
'scont
ract-Col
l
ectt
heappeal
sdet
ail
s._

[Link]
heappeal
smai
l
ingadd/f
ax#&at
tent
iont
o?

[Link]
etheappeal
sti
mel
yfi
l
ingl
i
mit
?

[Link]
dyoupl
sfaxmeacopyofEOB?

[Link]
'
vet
hecl
aim #andt
hecal
lref#.

*
Postcal
l
:*

➡_ I
fthescv
sarenonCVDduetoPt
'spol
i
cy,
thenbi
l
lpat
ient/f
wdt
heacctt
oPtcal
l
ingdeptt
o
cont
actPt/escal
atet
ocl
i
ent
._

➡_
Ift
hescv
sar
edndduet
opr
ovi
der
'scont
ract
,thenappeal
oft
hecl
aim.
_

*
:*Cl
m dndasPr
im pai
dmor
ethansecondar
yal
l
owabl
eamt
:*

[Link]
'
vet
hedat
eofdeni
al?

[Link]
im haspai
d?

[Link]
'
vey
oural
l
owabl
eamountf
ort
hispr
ocedur
e/cl
m?
_
Chki
f*Pr
im pai
dAMT*i
sreal
l
y*mor
ethant
hesecondar
y'
sal
l
wdAMT*
_

_
Ify
es,
then_

[Link]
dyoupl
easef
axmeacopyofEOB?

_
Ifno,
then_

[Link]
dyoupl
easer
epr
ocesst
hecl
m asy
oural
l
wdamti
snotmor
ethant
hepr
imar
ypai
damt
?

_
MayI
'
vet
hef
/udat
epl
ease?
_

[Link]
'
vet
hecl
m#&cal
lref
#?

*
:*CLM pr
ocessedt
owar
dsCapi
tat
ion:
*

[Link]
'
vet
hepr
ocesseddat
e?

[Link]
dyoupl
easet
ell
mei
ftheser
vicesbi
l
ledont
hecl
aim ar
ecapi
tat
ed?

_
Ifnotcapi
tat
edser
vices,
thensendt
hecl
aimf
orr
epr
ocessi
ng.
_

[Link]
hecapi
tat
ionper
iodoft
hepr
ovi
der
?

_
Chki
ftheDOSf
all
swi
thi
nthecapi
tat
ionper
iod,
ifno;
thensendt
hecl
aimf
orr
epr
ocessi
ng.
_

[Link]
hePt
'spl
ant
ypepl
ease?

_
IfPt
'spl
ani
sot
hert
hanHMO,
thensendt
hecl
aimf
orr
epr
ocessi
ng.
_

*
Ift
hepl
ant
ypei
sHMO,
then*

[Link]
dyoupl
easef
axmet
hecopyofEOB?

[Link]
'
vet
heCLM#&cal
lref
#

*
:CLM i
nPr
ocess:

[Link]
ethecl
aimr
ecei
veddat
epl
ease?

[Link]
sthenor
mal
processi
ngt
imeofacl
aim?

*(
Calcul
atethenor
malpr
ocessi
ngti
mefr
om t
hedayi
nsur
ancehasr
cvdt
hecl
aim -checki
f
we'v
ecurrentl
ycal
l
edwit
hinoraf
ter
)*

*
Ifdel
ayed:
*
[Link]
her
easonf
ordel
ayi
npr
ocessi
ngpl
ease?

*I
ftheprocessi
ngi
sdel
ayedduet
oaddi
ti
onal
inf
ormat
ionneeded;
thenneedt
ofol
l
owt
hat
scenar
io*

*
Fort
her
estoft
her
esponses*

[Link]
ethef
oll
ow-
updat
epl
ease?

[Link]
ethecl
aim #&cal
lref
#

*
:*CLM pr
ocessedt
owar
dsdeduct
ibl
e:*

[Link]
'
vet
hepr
ocesseddat
epl
s?

[Link]
'
vet
heAl
l
owedamtpl
s?

[Link]
rom t
hegi
venal
l
owedamounthowmuchi
sappl
i
edt
owar
dspat
ient
'sdeduct
ibl
e?

_
IfAAi
snotequal
toDEDamt
,then_

✓MayIknowt
hest
atusoft
her
emai
ningbal
anceoft
heal
l
owedamountpl
ease?

*
(Col
l
ectt
hei
nfor
mat
ion)
*

_
IfAAi
sequal
toDed,
then_

[Link]
ftheCLM waspr
ocessedi
n-net
wor
korOON?

[Link]
het
otal
deduct
ibl
eamountasperpat
ient
'spol
i
cy?

[Link]
ienthassat
isf
iedt
il
ldat
e?

[Link]
fthepol
i
cywasannual
orl
i
fet
ime?

_
Ifpr
ovi
derwasani
n-net
wor
kpr
ovi
derandCLM pr
cdasOON_

*
OR*

_
Ift
heCLM waspr
cdi
ncor
rect
lyasDED,
wher
epat
ienthasmett
heDEDal
ready
_

t
hen

✓Coul
dyoupl
easer
epr
ocesst
heCLM?

✓MayI
'
vet
hef
oll
owupdat
e?

[Link]
dyoupl
easesendmet
hecopyofEOBv
iaf
ax?
[Link]
'
vet
hecl
aim number&cal
lref
erencenumberpl
s?

*
:*CLM pr
ocessedt
owar
dsOf
fset
:*

[Link]
'
vet
hepr
ocesseddat
e?

[Link]
l
ectpay
mentdet
ail
s(AA,
Amtappl
i
edt
owar
dsof
fset
,Pt
'sr
esp&conadj
)

_Plschkift
heOf
fsetamtandsai
dtopayamti
sequal
,i
fnotequal
gett
her
emai
ningbal
ance
status.
_

[Link]
'
vet
heov
erpai
dcl
aim'
sdet
ail
spl
ease?

*
Over
pai
dcl
msPt
'saccountnum,
DOS,
BA&amountov
erpai
d.*

[Link]
'
veacopyofCOMPLETEorawhol
eEOBv
iaf
ax?

[Link]
'
vebot
hov
erpai
dandof
fsetcl
aim'
snumber
s.

[Link]
'
vet
hecal
lref#f
ort
hiscal
lpl
s.?

*
:*Cl
m dndasi
ncl
usi
ve:
*

[Link]
'
vet
hedat
eofdeni
al?

[Link]
'
vet
hecodet
hati
sdeni
ed?

[Link]
thwhi
chpr
imar
ycodei
tisdeni
edasi
ncl
usi
ve?

_Idoseet
hatamodi
fi
eri
sal
l
owedasperNCCIedi
tshowev
erIwi
l
lconsul
twi
thmyCodi
ng
depar
tmentont
hesame.
_

[Link]
'
vet
hecor
rect
edcl
aim'
smai
l
ingaddr
ess&TFL?

&

[Link]
sohav
etheappeal
'
smai
l
ingaddr
ess&TFL?

[Link]
'
vet
hecopyofEOB.

[Link]
'
vet
hecl
m#&cal
lref
#

*
:*Cl
m dndasmaxi
mum benef
it
shasbeenmet
:*
[Link]
'
vet
hedeni
aldat
e?

[Link]
hert
henumberofv
isi
tsordol
l
arsgotmaxed?

[Link]
sthemaxi
mum dol
l
ar/
maxi
mum v
isi
tal
l
owedasperpat
ient
'spol
i
cy?

[Link]
ientmett
hemaxi
mum v
isi
t/dol
l
ars?

[Link]
dyoupl
easesendt
heEOBt
hroughf
ax?

[Link]
'
vet
hecl
aim#andcal
lref
#?

*
:*CLM dndasMedi
cal
l
ynotnecessar
y:*

[Link]
'
vet
hedat
eofdeni
al?

[Link]
chcode(
PX&/DX)i
sdeni
edasmedi
cal
l
ynotnecessar
y?

3a._
"AspertheLCDpolicyI
D#A56615,theser
vicer
ender
edt
oPti
smedi
cal
l
ynecessar
yso
coul
dyoupleaserepr
ocessthecl
aim?
"_

[Link]
dyoupl
sgi
vemet
heF/
Udat
e?

*
Ifr
epi
snotaccept
ingf
orr
epr
ocess,
thencol
l
ectt
heappeal
smai
l
ingaddr
essandTFL*

[Link]
'
vet
hecopyofEOB.

[Link]
'
vet
hecl
aim #&cal
lref#.

*
:*CLM dndasPXi
nconsi
stentwi
tht
heDX:
*

[Link]
'
vet
hedat
eofdeni
al?

[Link]
chPXi
sinconsi
stentwi
tht
heDX?

3._"
However,
thePXandDXi
srel
atedt
ocat
aractwhi
chexpl
ainst
heconsi
stencysocoul
dyou
repr
ocesst
heclai
m?"
_

[Link]
'
vet
heF/
Udat
e?

*
Ifr
epi
snotaccept
ingf
orr
epr
ocess,
thencol
l
ectt
heappeal
smai
l
ingaddr
essandTFL.
*

[Link]
'
vet
hecopyofEOBpl
s?

[Link]
'
vet
hecl
aim #&cal
lref#.
*
:*Cl
aim deni
edassubmi
tt
edi
nfor
mat
ioni
sinv
ali
dori
ncor
rect
:*

[Link]
ethedat
ethedeni
al?

[Link]
nfor
mat
ioni
sinv
ali
dori
ncor
rect
?

3.I
sthedeni
edi
nfor
mat
ioni
nval
i
dori
ncor
rect
?

_
Ift
he*
inf
ormat
ioni
sinv
ali
d*,
then_

_
MayI
'
vet
hev
ali
dit
yoft
hati
nfor
mat
ionpl
ease?
_

(
Chki
four*
DOSf
all
swi
thi
nthev
ali
dit
yper
iod*
)

_
Ify
es,
thenr
epr
ocesst
hecl
aim &gett
heF/
Udat
e._

_
Ift
he*
inf
ormat
ioni
sincor
rect
*,t
hen_

_
MayI
'
vet
hecor
rect
edcl
aim'
smai
l
ingaddr
essandTFLpl
ease?
_

[Link]
dyoupl
easesendmeacopyofEOBv
iaf
ax?

[Link]
'
vet
heCLM#&cal
lref
#

*
:*Cl
m dndasPr
im pai
dmor
ethansecondar
yal
l
owabl
eamt
:*

[Link]
'
vet
hedat
eofdeni
al?

[Link]
im haspai
d?

[Link]
'
vey
oural
l
owabl
eamountf
ort
hispr
ocedur
e/cl
m?

_
Chki
f*Pr
im pai
dAMT*i
sreal
l
y*mor
ethant
hesecondar
y'
sal
l
wdAMT*
_

_
Ify
es,
then_

[Link]
dyoupl
easef
axmeacopyofEOB?

_
Ifno,
then_

[Link]
dyoupl
easer
epr
ocesst
hecl
m asy
oural
l
wdamti
snotmor
ethant
hepr
imar
ypai
damt
?

_
MayI
'
vet
hef
/udat
epl
ease?
_

[Link]
'
vet
hecl
m#&cal
lref
#?

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