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1
IDAgentType of Quality AuditCategoryQuestionAnswerCall DateEvaluated DateCall IDEvaluator IDEvaluatorSupervisorInteraction Duration (secs)State
2
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSBuild a Personal Connection
Effectively or Exceptionally Demonstrated (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
3
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSLARA: Opportunity for Improvement
Does not allow the caller to complete answer/thought before asking another question (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
4
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSLARA: Opportunity for Improvement
Does not seek to understand unique situation, complexity, or previous interactions with the caller on the issue (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
5
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSListen Actively and Respond Appropriately
Opportunity for Improvement (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
6
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSMake It Effortless
Opportunity for Improvement (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
7
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSMIE: Opportunity for Improvement
The caller drives the call, redirects the conversation (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
8
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSPC: Effectively or Exceptionally Demonstrated
Caller genuinely thanks the Coach, compliments the experience and/or Specialist, seeks to work with the Specialist again (follow-up call/appointment, asks for extension number), and/or expresses words of friendship and trust (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
9
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSPC: Effectively or Exceptionally Demonstrated
Coach shows genuine responsiveness and confidence to resolving the caller's situation (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
10
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSPC: Effectively or Exceptionally Demonstrated
The caller is actively engaged in the dialog and clearly feels that the Coach understands the issue and urgency (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
11
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSTake Ownership
Opportunity for Improvement (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
12
106787Agent1 COACH Interactions with Heart Form v15BEHAVIORSTO: Opportunity for Improvement
Documentation is weak, does not capture essential details of the promises made such that another employee would understand if the caller had to call back (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
13
106787Agent1 COACH Interactions with Heart Form v15COMPLIANCE AND BUSINESS ACCURACYAnswered all questions accurately?Yes (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
14
106787Agent1 COACH Interactions with Heart Form v15COMPLIANCE AND BUSINESS ACCURACYDocumented all relevant facts?No (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
15
106787Agent1 COACH Interactions with Heart Form v15COMPLIANCE AND BUSINESS ACCURACYFiled complaints appropriately?Yes (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
16
106787Agent1 COACH Interactions with Heart Form v15COMPLIANCE AND BUSINESS ACCURACYFollowed verification guidelines?Yes (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
17
106787Agent1 COACH Interactions with Heart Form v15COMPLIANCE AND BUSINESS ACCURACYWas the Specialist informed of the appropriate resource?Yes (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
18
106787Agent1 COACH Interactions with Heart Form v15COMPLIANCE AND BUSINESS ACCURACYWhat type of call is this?Internal Assist (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
19
106787Agent1 COACH Interactions with Heart Form v15Egregious customer interaction?Egregious customer interaction?No (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
20
106787Agent1 COACH Interactions with Heart Form v15Line of BusinessForm Confirmation
Specialist Type matches the current form (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
21
106787Agent1 COACH Interactions with Heart Form v15Line of BusinessIs this a Member or Provider call?Member (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
22
106787Agent1 COACH Interactions with Heart Form v15Line of BusinessMember Lines of Business
OH Marketplace MBR (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
23
106787Agent1 COACH Interactions with Heart Form v15Line of BusinessWhat is the System Call ID/Call Reference number?
System Call ID/Call Reference number (0.00)
2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
24
106787Agent1 COACH Interactions with Heart Form v15NCQADid this call include Pharmacy and/or Benefit QuestionsN/A (0.00)2/1/20222/2/20227059790941861780000, FE1615Supervisor2718OH
25
105648Agent1 Interaction With Heart Form v26BEHAVIORSBuild a Personal Connection
Opportunity for Improvement (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
26
105648Agent1 Interaction With Heart Form v26BEHAVIORSLARA: Effectively or Exceptionally Demonstrated
Asks targeted and appropriate questions (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
27
105648Agent1 Interaction With Heart Form v26BEHAVIORSListen Actively and Respond Appropriately
Effectively or Exceptionally Demonstrated (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
28
105648Agent1 Interaction With Heart Form v26BEHAVIORSMake It Effortless
Effectively or Exceptionally Demonstrated (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
29
105648Agent1 Interaction With Heart Form v26BEHAVIORSME: Effectively or Exceptionally Demonstrated
Quickly identifies the need to warm transfer the call; effectively provides new Specialist with relevant information (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
30
105648Agent1 Interaction With Heart Form v26BEHAVIORSME: Effectively or Exceptionally Demonstrated
Readily helps the caller to understand how to achieve his/her objective, explains what steps are being taken and why (as appropriate) (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
31
105648Agent1 Interaction With Heart Form v26BEHAVIORSPC: Opportunity For Improvement
Limited attempt to build rapport, cursory and/or empty comments; sounds scripted (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
32
105648Agent1 Interaction With Heart Form v26BEHAVIORSTake Ownership
Effectively or Exceptionally Demonstrated (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
33
105648Agent1 Interaction With Heart Form v26BEHAVIORSTO: Effectively or Exceptionally Demonstrated
Uses resources to answer questions and/or investigate; seeks to achieve resolution personally (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
34
105648Agent1 Interaction With Heart Form v26Business InsightsCaller expressed dissatisfactionYes (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
35
105648Agent1 Interaction With Heart Form v26Business InsightsCaller expressed satisfactionNo (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
36
105648Agent1 Interaction With Heart Form v26Business InsightsCould the caller utilize self service tools? (My ) or (Provider Portal)No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
37
105648Agent1 Interaction With Heart Form v26Business Insights
Did the caller express dissatisfaction about authenticating multiple times? (First with the IVR and then again with the Specialist)
No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
38
105648Agent1 Interaction With Heart Form v26Business Insights
Did the Specialist accurately describe and their role as it relates to eligibility?
Specialist did accurately describe the role of (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
39
105648Agent1 Interaction With Heart Form v26Business Insights
Did the Specialist immediately ask questions before caller explained entire issue?
No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
40
105648Agent1 Interaction With Heart Form v26Business InsightsDid the Specialist offer assistance at the end of call?No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
41
105648Agent1 Interaction With Heart Form v26Business Insights
Did the Specialist refer the caller to self-service tools? (My ) or (Provider Portal)
n/a1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
42
105648Agent1 Interaction With Heart Form v26Business InsightsHow many times was the caller placed on hold?n/a1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
43
105648Agent1 Interaction With Heart Form v26Business InsightsIf yes, source or process?
Customer Support (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
44
105648Agent1 Interaction With Heart Form v26Business InsightsIf yes, with what source?n/a1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
45
105648Agent1 Interaction With Heart Form v26Business InsightsLikely to call back?No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
46
105648Agent1 Interaction With Heart Form v26Business InsightsRepeat CallNo (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
47
105648Agent1 Interaction With Heart Form v26Business Insights
Was "Call Avoidance" noticeable on call interaction? (i.e. caller saying hello, hello at the beginning, hang-up, etc.)
No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
48
105648Agent1 Interaction With Heart Form v26Business InsightsWhat is the reason for the call? MEMBERPayments (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
49
105648Agent1 Interaction With Heart Form v26Business InsightsWhat was the caller's level of effort to get inquiry resolved?
Low (no prompting) (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
50
105648Agent1 Interaction With Heart Form v26Business InsightsWho is the Primary Caller?
Member/Prospective Member (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
51
105648Agent1 Interaction With Heart Form v26Business InsightsWho is the Primary Caller? MEMBERMember (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
52
105648Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYAnswered all questions accurately?Yes (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
53
105648Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYComplied with HIPAA guidelines?Yes (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
54
105648Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYDocumented all relevant facts?Yes (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
55
105648Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYFiled complaints appropriately?Yes (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
56
105648Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYFollowed verification guidelines?Yes (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
57
105648Agent1 Interaction With Heart Form v26Egregious customer interaction?Egregious customer interaction?No (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
58
105648Agent1 Interaction With Heart Form v26Line of BusinessForm Confirmation
Specialist Type matches the current form (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
59
105648Agent1 Interaction With Heart Form v26Line of BusinessMember Lines of Business
IN Marketplace MBR (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
60
105648Agent1 Interaction With Heart Form v26Line of BusinessWhat is the System Call ID/Call Reference number?
System Call ID/Call Reference number (0.00)
1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
61
105648Agent1 Interaction With Heart Form v26NCQADid this call include Pharmacy and/or Benefit QuestionsN/A (0.00)1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
62
105648Agent1 Interaction With Heart Form v26Post-Call ScriptProvided the survey reminder?n/a1/21/20221/24/20227055691601736170000, ED1514Supervisor2367IN
63
105126Agent1 Interaction With Heart Form v26BEHAVIORSBuild a Personal Connection
Effectively or Exceptionally Demonstrated (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
64
105126Agent1 Interaction With Heart Form v26BEHAVIORSLARA: Effectively or Exceptionally Demonstrated
Asks targeted and appropriate questions (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
65
105126Agent1 Interaction With Heart Form v26BEHAVIORSLARA: Effectively or Exceptionally Demonstrated
Reflects understanding of the Member’s input by using own words and phrasing; combines input and ideas into a summarized concept (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
66
105126Agent1 Interaction With Heart Form v26BEHAVIORSListen Actively and Respond Appropriately
Effectively or Exceptionally Demonstrated (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
67
105126Agent1 Interaction With Heart Form v26BEHAVIORSMake It Effortless
Opportunity for Improvement (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
68
105126Agent1 Interaction With Heart Form v26BEHAVIORSMIE: Opportunity for Improvement
Demonstrates some hold courtesies; explains "dead air," but does not provide periodic updates; Caller may have to ask if the Specialist is still there (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
69
105126Agent1 Interaction With Heart Form v26BEHAVIORSPC: Effectively or Exceptionally Demonstrated
Specialist shows genuine care and responsiveness to the Member’s situation (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
70
105126Agent1 Interaction With Heart Form v26BEHAVIORSPC: Effectively or Exceptionally Demonstrated
Specialist demonstrates patience with the Member (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
71
105126Agent1 Interaction With Heart Form v26BEHAVIORSPC: Effectively or Exceptionally Demonstrated
The Member is actively engaged in the dialog and clearly feels comfortable with the Specialist (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
72
105126Agent1 Interaction With Heart Form v26BEHAVIORSTake Ownership
Effectively or Exceptionally Demonstrated (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
73
105126Agent1 Interaction With Heart Form v26BEHAVIORSTO: Effectively or Exceptionally Demonstrated
Expresses a “can do, will do” attitude to the caller; assures caller there is a sincere motivation to serve; exhausts all options to help (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
74
105126Agent1 Interaction With Heart Form v26BEHAVIORSTO: Effectively or Exceptionally Demonstrated
Makes a personal commitment to help the Member achieve his/her objective; articulates ownership in a sincere and engaging way (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
75
105126Agent1 Interaction With Heart Form v26BEHAVIORSTO: Effectively or Exceptionally Demonstrated
Clearly articulates ownership and responsibility for working with the caller to achieve a positive outcome (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
76
105126Agent1 Interaction With Heart Form v26Business InsightsCaller expressed dissatisfactionn/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
77
105126Agent1 Interaction With Heart Form v26Business InsightsCaller expressed satisfactionn/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
78
105126Agent1 Interaction With Heart Form v26Business InsightsCould the caller utilize self service tools? (My ) or (Provider Portal)Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
79
105126Agent1 Interaction With Heart Form v26Business Insights
Did the caller express dissatisfaction about authenticating multiple times? (First with the IVR and then again with the Specialist)
n/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
80
105126Agent1 Interaction With Heart Form v26Business Insights
Did the Specialist accurately describe and their role as it relates to eligibility?
n/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
81
105126Agent1 Interaction With Heart Form v26Business Insights
Did the Specialist immediately ask questions before caller explained entire issue?
No (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
82
105126Agent1 Interaction With Heart Form v26Business InsightsDid the Specialist offer assistance at the end of call?Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
83
105126Agent1 Interaction With Heart Form v26Business Insights
Did the Specialist refer the caller to self-service tools? (My ) or (Provider Portal)
No (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
84
105126Agent1 Interaction With Heart Form v26Business InsightsHow many times was the caller placed on hold?n/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
85
105126Agent1 Interaction With Heart Form v26Business InsightsIf yes, with what source?n/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
86
105126Agent1 Interaction With Heart Form v26Business InsightsLikely to call back?n/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
87
105126Agent1 Interaction With Heart Form v26Business InsightsRepeat Calln/a1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
88
105126Agent1 Interaction With Heart Form v26Business Insights
Was "Call Avoidance" noticeable on call interaction? (i.e. caller saying hello, hello at the beginning, hang-up, etc.)
No (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
89
105126Agent1 Interaction With Heart Form v26Business InsightsWhat is the reason for the call? MEMBERFind A Doctor (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
90
105126Agent1 Interaction With Heart Form v26Business InsightsWhat was the caller's level of effort to get inquiry resolved?
Low (no prompting) (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
91
105126Agent1 Interaction With Heart Form v26Business InsightsWho is the Primary Caller?
Member/Prospective Member (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
92
105126Agent1 Interaction With Heart Form v26Business InsightsWho is the Primary Caller? MEMBERMember (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
93
105126Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYAnswered all questions accurately?Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
94
105126Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYComplied with HIPAA guidelines?Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
95
105126Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYDocumented all relevant facts?Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
96
105126Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYFiled complaints appropriately?Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
97
105126Agent1 Interaction With Heart Form v26COMPLIANCE AND BUSINESS ACCURACYFollowed verification guidelines?Yes (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
98
105126Agent1 Interaction With Heart Form v26Egregious customer interaction?Egregious customer interaction?No (0.00)1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
99
105126Agent1 Interaction With Heart Form v26Line of BusinessForm Confirmation
Specialist Type matches the current form (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA
100
105126Agent1 Interaction With Heart Form v26Line of BusinessMember Lines of Business
GA Marketplace MBR (0.00)
1/18/20221/19/20227054634309639010000, FE1615Supervisor2368GA