Where are calls initiated and logged?

• In Five9

• Paylocity

• In Connect

• In Resilix

You must _____ out your existing call in order to stack calls.

What platform are you actually making the call from?

What sub-status should be selected for a M.I. case when the doctor's office does not answer on the second attempt?

• Open - Second Attempt

• Closed - Missing Information Received

• Open - Third Attempt

• Open - Second Attempt

Do we contact/call doctor's offices that have opted out of call communication?

• Yes!

• Call only.

• No!

• Fax only.

Where the doctor's office information is found.

Which tab to you find the RE#?

• Opt ins and Reminder

• Communications Tab

• Patient Profile Tab

• HCPs

What type of calls are listed under Scheduled Calls?

• All Calls

• Outbound Calls

• Unassigned Calls

• Inbound Calls

When stacking on outbound calls do you need to use the communication tab?

• False

• True

What actions do you take once the provider confirms that the data matches what you have?

• Make sure to add a note to the profile description before ending your attempt.

• Hang up and call the practice back to get a new contact.

• Advise the practice there must be missing information.

• Hang up and close the call.