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SMST Call Tracker #4
To be filled out for all calls that are taken by the SMST Team.
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Name
:
A red asterisk (*) indicates required questions.
ZID (Ex. Z123456)
Do not provide made up ones, need ur actual ZID with the Z at the start of it.
*
Location
*
Cary
Henderson
Houston
Madison
Manila
Jonesboro
TTEC WAH
ABB
Northgate
ZID of the person that transferred the call to SMST (either by warm transfer discusison or in PeopleSafe)
CCR Last Name who transferred the call to SMST
Member ID
How was the call transferred to the SMST
*
PeopleSafe Quick Transfer
Warm Transfer
Direct Dial (letter related)
Cold Transfer
What is the main purpose of the call being transferred to the SMST
*
Address Change Same State
Address Change Out of State
Letter regarding Address
Temporary Address Change
Out of Area (OOA)
Letter regarding OOA
Member was disenrolled
Disenrollment request
Cancellation of Enrollment request
Cancellation of Disenrollment request
TRC 127
LEP
LIS
EGWP Opt Out
CMS Enrolled Member
Other (chose from the following in next sectiion)
If not one of the valid transfers above, which of the following other transfers was the transferred call related to?
Application
Client support
Confirming address on file
Copay / Deductible
Coverage for 2020
Coverage Determination / Exceptions
Dropped Calls
Effective Date
Enrollment for 2020
Enrollment Issue
Formulary
Grievance
Member Deceased
Member ID Card
Name Change
Phone / Email Change
Pharmacies
Plan Design
POA
Premium Billing
Prescriptions
Returning a call
Supervisor request
Other (provide brief explanation in next section)
If none of the prior options, what was the transferred call related to?
Was there a need to file a Grievance?
*
Standard Grievance in MedHOK
Resolved Grievance in MedHOK
Both Standard and Resolved Grievance in MedHOK
No Grievance required.
Guy Macdonald
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