| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | ID | Agent | Type of Quality Audit | Category | Question | Answer | Call Date | Evaluated Date | Call ID | Evaluator ID | Evaluator | Supervisor | Interaction Duration (secs) | State | ||||||||||||
2 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | Build a Personal Connection | Effectively or Exceptionally Demonstrated (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
3 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | LARA: Opportunity for Improvement | Does not allow the caller to complete answer/thought before asking another question (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
4 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | LARA: Opportunity for Improvement | Does not seek to understand unique situation, complexity, or previous interactions with the caller on the issue (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
5 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | Listen Actively and Respond Appropriately | Opportunity for Improvement (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
6 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | Make It Effortless | Opportunity for Improvement (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
7 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | MIE: Opportunity for Improvement | The caller drives the call, redirects the conversation (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
8 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | PC: 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) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
9 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | PC: Effectively or Exceptionally Demonstrated | Coach shows genuine responsiveness and confidence to resolving the caller's situation (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
10 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | PC: 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) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
11 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | Take Ownership | Opportunity for Improvement (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
12 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | BEHAVIORS | TO: 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) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
13 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | COMPLIANCE AND BUSINESS ACCURACY | Answered all questions accurately? | Yes (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
14 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | COMPLIANCE AND BUSINESS ACCURACY | Documented all relevant facts? | No (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
15 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | COMPLIANCE AND BUSINESS ACCURACY | Filed complaints appropriately? | Yes (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
16 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | COMPLIANCE AND BUSINESS ACCURACY | Followed verification guidelines? | Yes (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
17 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | COMPLIANCE AND BUSINESS ACCURACY | Was the Specialist informed of the appropriate resource? | Yes (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
18 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | COMPLIANCE AND BUSINESS ACCURACY | What type of call is this? | Internal Assist (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
19 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | Egregious customer interaction? | Egregious customer interaction? | No (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
20 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | Line of Business | Form Confirmation | Specialist Type matches the current form (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
21 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | Line of Business | Is this a Member or Provider call? | Member (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
22 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | Line of Business | Member Lines of Business | OH Marketplace MBR (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
23 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | Line of Business | What is the System Call ID/Call Reference number? | System Call ID/Call Reference number (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
24 | 106787 | Agent1 | COACH Interactions with Heart Form v15 | NCQA | Did this call include Pharmacy and/or Benefit Questions | N/A (0.00) | 2/1/2022 | 2/2/2022 | 7059790941861780000 | , FE1615 | Supervisor2 | 718 | OH | |||||||||||||
25 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Build a Personal Connection | Opportunity for Improvement (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
26 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | LARA: Effectively or Exceptionally Demonstrated | Asks targeted and appropriate questions (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
27 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Listen Actively and Respond Appropriately | Effectively or Exceptionally Demonstrated (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
28 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Make It Effortless | Effectively or Exceptionally Demonstrated (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
29 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | ME: Effectively or Exceptionally Demonstrated | Quickly identifies the need to warm transfer the call; effectively provides new Specialist with relevant information (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
30 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | ME: 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) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
31 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | PC: Opportunity For Improvement | Limited attempt to build rapport, cursory and/or empty comments; sounds scripted (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
32 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Take Ownership | Effectively or Exceptionally Demonstrated (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
33 | 105648 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | TO: Effectively or Exceptionally Demonstrated | Uses resources to answer questions and/or investigate; seeks to achieve resolution personally (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
34 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Caller expressed dissatisfaction | Yes (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
35 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Caller expressed satisfaction | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
36 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Could the caller utilize self service tools? (My ) or (Provider Portal) | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
37 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the caller express dissatisfaction about authenticating multiple times? (First with the IVR and then again with the Specialist) | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
38 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist accurately describe and their role as it relates to eligibility? | Specialist did accurately describe the role of (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
39 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist immediately ask questions before caller explained entire issue? | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
40 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist offer assistance at the end of call? | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
41 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist refer the caller to self-service tools? (My ) or (Provider Portal) | n/a | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
42 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | How many times was the caller placed on hold? | n/a | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
43 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | If yes, source or process? | Customer Support (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
44 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | If yes, with what source? | n/a | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
45 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Likely to call back? | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
46 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Repeat Call | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
47 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Was "Call Avoidance" noticeable on call interaction? (i.e. caller saying hello, hello at the beginning, hang-up, etc.) | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
48 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | What is the reason for the call? MEMBER | Payments (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
49 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | What was the caller's level of effort to get inquiry resolved? | Low (no prompting) (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
50 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Who is the Primary Caller? | Member/Prospective Member (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
51 | 105648 | Agent1 | Interaction With Heart Form v26 | Business Insights | Who is the Primary Caller? MEMBER | Member (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
52 | 105648 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Answered all questions accurately? | Yes (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
53 | 105648 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Complied with HIPAA guidelines? | Yes (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
54 | 105648 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Documented all relevant facts? | Yes (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
55 | 105648 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Filed complaints appropriately? | Yes (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
56 | 105648 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Followed verification guidelines? | Yes (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
57 | 105648 | Agent1 | Interaction With Heart Form v26 | Egregious customer interaction? | Egregious customer interaction? | No (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
58 | 105648 | Agent1 | Interaction With Heart Form v26 | Line of Business | Form Confirmation | Specialist Type matches the current form (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
59 | 105648 | Agent1 | Interaction With Heart Form v26 | Line of Business | Member Lines of Business | IN Marketplace MBR (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
60 | 105648 | Agent1 | Interaction With Heart Form v26 | Line of Business | What is the System Call ID/Call Reference number? | System Call ID/Call Reference number (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
61 | 105648 | Agent1 | Interaction With Heart Form v26 | NCQA | Did this call include Pharmacy and/or Benefit Questions | N/A (0.00) | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
62 | 105648 | Agent1 | Interaction With Heart Form v26 | Post-Call Script | Provided the survey reminder? | n/a | 1/21/2022 | 1/24/2022 | 7055691601736170000 | , ED1514 | Supervisor2 | 367 | IN | |||||||||||||
63 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Build a Personal Connection | Effectively or Exceptionally Demonstrated (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
64 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | LARA: Effectively or Exceptionally Demonstrated | Asks targeted and appropriate questions (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
65 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | LARA: 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) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
66 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Listen Actively and Respond Appropriately | Effectively or Exceptionally Demonstrated (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
67 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Make It Effortless | Opportunity for Improvement (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
68 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | MIE: 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) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
69 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | PC: Effectively or Exceptionally Demonstrated | Specialist shows genuine care and responsiveness to the Member’s situation (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
70 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | PC: Effectively or Exceptionally Demonstrated | Specialist demonstrates patience with the Member (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
71 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | PC: Effectively or Exceptionally Demonstrated | The Member is actively engaged in the dialog and clearly feels comfortable with the Specialist (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
72 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | Take Ownership | Effectively or Exceptionally Demonstrated (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
73 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | TO: 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) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
74 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | TO: 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) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
75 | 105126 | Agent1 | Interaction With Heart Form v26 | BEHAVIORS | TO: Effectively or Exceptionally Demonstrated | Clearly articulates ownership and responsibility for working with the caller to achieve a positive outcome (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
76 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Caller expressed dissatisfaction | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
77 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Caller expressed satisfaction | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
78 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Could the caller utilize self service tools? (My ) or (Provider Portal) | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
79 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the caller express dissatisfaction about authenticating multiple times? (First with the IVR and then again with the Specialist) | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
80 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist accurately describe and their role as it relates to eligibility? | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
81 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist immediately ask questions before caller explained entire issue? | No (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
82 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist offer assistance at the end of call? | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
83 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Did the Specialist refer the caller to self-service tools? (My ) or (Provider Portal) | No (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
84 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | How many times was the caller placed on hold? | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
85 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | If yes, with what source? | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
86 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Likely to call back? | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
87 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Repeat Call | n/a | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
88 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Was "Call Avoidance" noticeable on call interaction? (i.e. caller saying hello, hello at the beginning, hang-up, etc.) | No (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
89 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | What is the reason for the call? MEMBER | Find A Doctor (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
90 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | What was the caller's level of effort to get inquiry resolved? | Low (no prompting) (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
91 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Who is the Primary Caller? | Member/Prospective Member (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
92 | 105126 | Agent1 | Interaction With Heart Form v26 | Business Insights | Who is the Primary Caller? MEMBER | Member (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
93 | 105126 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Answered all questions accurately? | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
94 | 105126 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Complied with HIPAA guidelines? | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
95 | 105126 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Documented all relevant facts? | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
96 | 105126 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Filed complaints appropriately? | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
97 | 105126 | Agent1 | Interaction With Heart Form v26 | COMPLIANCE AND BUSINESS ACCURACY | Followed verification guidelines? | Yes (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
98 | 105126 | Agent1 | Interaction With Heart Form v26 | Egregious customer interaction? | Egregious customer interaction? | No (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
99 | 105126 | Agent1 | Interaction With Heart Form v26 | Line of Business | Form Confirmation | Specialist Type matches the current form (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA | |||||||||||||
100 | 105126 | Agent1 | Interaction With Heart Form v26 | Line of Business | Member Lines of Business | GA Marketplace MBR (0.00) | 1/18/2022 | 1/19/2022 | 7054634309639010000 | , FE1615 | Supervisor2 | 368 | GA |