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Candidate Information
Title Nursing Assistant Certified
Target Location US-NC-Concord
Phone Available with paid plan
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MRR: CLEANING TALKING POINTSGreeting: Introduce self and calling from Inovalon on behalf of <Health Plan>Recording Statement: Call is being recorded for training and quality purposes.oRecording statement must be stated to each person.Reason for Call: I understand that this is a difficult and challenging time for you and your patients, but please allow me to quickly verify some information for an upcoming medical record review.oVerify providers, site information and chart locationoState for HEDIS if HEDIS callConfirm speaker: Name of person and if he/she is correct person to verify this informationProviders: Confirm if provider(s) are located at siteChart Location: Confirm if providers medical records are located at siteoIf records are no longer at site, ask for information of where records would currently be locatedInbound Site Information to Confirm1.Site name: Full name of site2.Street address: Physical address of where medical records are located3.Suit/floor number: Must ask even if not listed and confirm if it is listed4.City, State and Zip code:5.Contact Person: Name of best person for medical records6.Phone: Best number for medical record information and requests7.Fax: Best fax number for medical records requests8.Site Hours of Operation: ONLY if creating a siteChart Type: Type of medical records keptpaper, electronic or bothoIf electronic, ask type of system and if would be interested in electronic record collection as this will more quickly and efficiently allow for record collection especially during this timeThird Party Copy Vendor: Document vendor (Ciox, ShareCare, etc) if site uses this featureSet Expectations: Inform site that someone may reach out to them to schedule the medical record request.Closing: Thank you for your time and please stay safe during this time.Offer contact information: If they do it is PHONE NUMBER AVAILABLE**Auto-Fax will automatically be sent if number of pursuits requested falls within fax threshold**If cleaning call moves to scheduling (not eligible for auto-fax) then follow the appropriate scheduling process with an emphasis on electronic collection if possibleIf documented that chart type was asked in last 90 days (and site said no to electronic)ask AGAIN based on current circumstances with an emphasis on understanding that we have asked before, but want to check again due to current conditions

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