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WorksheetsCAP Phone Status Guidelines
Total questions: 15
Worksheet time: 10mins
Time off the phone to do research. Only use with prior approval by Specialist/Facilitator/Manager/Team Leader
At a Training Session
Extended Follow up
Approve Research Time
Outbound Call
This status automatically populates when a call is made...
Available
Outbound call
Callback presented
Callback follow up
During the Benchmark Phase, this status can only be used if a call is disconnected and you need to call the member/provider back. Once you have reached the caller then put yourself back into available. This should take under 5 minutes
Extended Follow Up
Outbound call
Callback Follow up
What is my phone status for Hot Topics and Fluency?
In a Meeting
At a Training Session
Gone Home
Available
I should sign out __________ prior to QA/Mentoring Meetings and my phone status should be_______________________.
5 minutes/In a Training
15 minutes/In a Training
15 minutes/In a Meeting
30 minutes/In a Meeting
True/False: I can manually change my status to Outbound call to make a call to a provider/member.
True
False
I have a callback set for 2pm today. The callback has presented and I did not do my research. Can I change my status to Callback follow up?
Yes- This is an acceptable status to do research as long as it does not exceed 5 minutes.
No-This status should not be used at any time and any amount of time in this status could be considered work avoidance
True/False: A successful callback will automatically show callback presented, outbound call and outbound follow up.
False
True
I should never manually change my status to:
Outbound Call, Callback Follow Up, Callback Presented
Available, Outbound Call, Lunch
Extended Follow-Up, Callback Follow-Up, Outbound Call
In a Meeting, Callback Presented, Available
Excessive time spent in the callback presented status or on activities not directly related to the callback is misuse of the callback feature. This can be considered work avoidance and is subject to disciplinary action according to the 2021 Customer Service Pledge.
Select true if you have read and understand the statement above.
Select false if you do not agree and/or do not understand the statement above.
True
False
Callback presented automatically populates when you set a callback in Interaction Desktop. How long should you be in this status before making the callback?
up to 30 minutes
up to 15 minutes
up to 5 minutes
up to 50 minutes
True/False: It's okay for me to go away from desk at 8:05 am?
True
False
While in Benchmark, I cannot set callbacks within ____ of lunch or breaks.
10 minutes
20 minutes
30 minutes
1 hour
I am having system issues. I should reach out to _______ and my __________ immediately. I should place my phone in _____________. I should not be in this status for more than _______ minutes without someone knowing I am having system issues. I can also text Mrs. Glenda at _____ if I cannot send an email to her or my mentor at that time. I should not send_____ messages.
Mrs. Glenda/ Mentor/At a Training/5/(205)-641-0642/skype
Mentor/Mrs. Glenda/ At a Training/5/(205)-641-0462/skype
Mrs. Glenda/ Mentor/At a Training/5/(205)-641-0462/skype
LST/Mentor/Callback Follow-Up/5/(205)641-0462/skype
True/False: I am not considered tardy, if I log into Away from Desk until 8:05:30?
True
False
