Mock Calls

MOCK-CALL_PAID_SCENARIO

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CLAIM PAID

ETHAN is an AR CALLER calling an Insurance rep named EMILY for a claim paid status

Emily: Thanks for calling this is Emily how may I help you today?

Ethan: Hai my name is Ethan I am calling from the doctor’s office and would like to check the claim status for a patient.

Emily: Which doctor’s office you are calling for?

Ethan: I am calling for Super Cardiologist Associates

Emily: And what is your telephone number?

Ethan: My telephone number is 1800-999-9999

Emily: What is the provider’s tax id number?

Ethan: The provider’s Tax ID number is 123-456-789

Emily: What is the Patient’s member id?

Ethan: The Patient’s member id is U552211

Emily: Could you please hold for a moment so that I will pull up the patient’s records

Ethan: Yes, please

Emily: What is the Patient’s name and Date of birth?

Ethan: The patient’s name is Linda Far and her date of birth is 26/11/1995

Emily: What is the date of service you checking for?

Ethan: The date of service is 3/2/2022

Emily: What is the billed amount on this claim?

Ethan: The billed amount is $1200.00.

Emily: Could you please hold for a moment so that I will search for the claim?

Ethan: Yes Emily take your time!

Emily: Thanks for being on hold Ethan, the claim has been processed and paid already!

Ethan: May I know the claim received date?

Emily: Claim was received on 3/16/2022.

Ethan: May I know the claim processed date?

Emily: Claim was processed on 3/20/2022

Ethan: And what is the paid date, Emily?

Emily: Claim was paid on 3/25/2022

Ethan: May I know the allowed amount?

Emily: The allowed amount is $100

Ethan: May I know the paid amount?

Emily: The paid amount is $75

Ethan: Is there any patient responsibility?

Emily: Yes the patient’s responsibility is $25 copay

Ethan: and the remaining $50 in the billed amount is for?

Emily: The remaining portion on this claim is provider write-off or contractual adjustment

Ethan: Ok thanks for this information Emily

Emily: You are welcome

Ethan: Emily was it paid through check or eft?

Emily: It was paid through a paper check

Ethan: What is the check number?

Emily: The check number is 12345678

Ethan: Is the check single or bulk?

Emily: It is bulk for the amount of $1000

Ethan: What is the check date?

Emily: The check was issued on 3/30/2022

Ethan: Could you please provide me the check paid to which address?

Emily: Yes Ethan it was issued to the address P O BOX 86592 Belfast Maine 25833

Ethan: Thanks Emily I verified and found the address was correct and do you have the cash date?

Emily: Yes the check cash date was 4/10/2022

Ethan: Thanks could you please provide me the E o b Through our Fax?

Emily: Yes may I have your fax number?

Ethan: Thanks Emily the Fax number is 842-543-6789 and you can put attention to my name Ethan

Emily: Ethan the fax request has been submitted and it will receive within a day

Ethan: Thanks Emily what is the claim number?

Emily: The claim number is A213456

Ethan: And what is the call reference number?

Emily: The call reference is my name and today’s date

Ethan: Thank you so much Emily you are very helpful to me today and you have a nice day

Emily: Thanks Ethan and it’s a pleasure talking to you have a good day

Nicholas: If the paid amount + patient responsibility is not equal to the allowed amount?

Now What would you do and what would you ask a rep?

Ethan: May I know the allowed amount?

Emily: The allowed amount is $100

Ethan: May I know the paid amount?

Emily: The paid amount is $75

Ethan: Is there any patient responsibility?

Emily: Yes the patient’s responsibility is a $15 copay

Ethan: Emily by calculating the paid amount and patient responsibility which is not equal to the claim allowed amount, could you please check the payment information one more time?

Emily: Yes Ethan let me check

Ethan: Ok Emily

Emily: Yes Ethan you are right, there is a mismatch so I am sending this back for reprocessing and a new payment will be an issue

Ethan: Okay and how many days would it take for reprocess?

Emily: It will take 15 business days

Ethan: Thanks Emily what is the claim number?

Emily: The claim number is A213456

Ethan: And what is the call reference number?

Emily: The call reference number is my name and today’s date

Ethan: Thank you so much Emily you are very helpful to me and you have a nice day

Emily: Thanks Ethan It’s a pleasure talking to you and has a good day

Nicholas: If the check was issued to the incorrect address! the address not matching with the address in CMS 1500 Claim form BOX 32 & 33! Now What would you do and what would you ask a rep?

Ethan: Could you please provide me the check paid to which address?

Emily: Yes Ethan it was issued to the address P O BOX 1234 Belfast Maine 992 92

Ethan: Thanks Emily I verified and found the check address was not correct, we have different check addresses so can you please stop that check you have issued and kindly reissue a new check to the valid address?

Emily: What is the correct address you have?

Ethan: Yes the correct address is P O BOX 86592 Belfast Maine 25833

Emily: Ok Ethan let me reissue the new check to the address you provided.

Ethan: Ok Emily, how many days would it take to reissue the new check?

Emily: It will take 15 business days

Ethan: Thanks Emily what is the claim number?

Emily: The claim number is A213456.

Nicholas: If the check was issued to the incorrect address! the address not matching with the address in BOX numbers 32 & 33! Also, the rep is NOT ACCEPTED to reissue a new check, Now what would you do and what would you ask a rep?

Ethan: Could you please provide me the check paid to which address?

Emily: Yes Ethan it was issued to the address PO BOX 1234 Belfast Maine 99292

Ethan: Thanks Emily I verified and found the check address was not correct, we have different check addresses, so can you please stop that check you have issued, and kindly reissue a new check to the correct [00:05:00] address

Emily: What is the correct address you have?

Ethan: Yes the correct address is PO BOX 86592 Belfast Maine 25833

Emily: Ethan as per our record your provider updated with this address P O BOX 1234 Belfast Maine 99292 and it was sent correctly so I am unable to reissue the new check

Ethan: Emily but as per instruction given by the provider the check should be received at this address PO BOX 86592 Belfast Maine 25833

Emily: Ethan If you still want to reissue the check to a new address, I advise you to send the provider’s updated W9 form.

Ethan: Emily then what is the fax number or mailing address to send the W9 form?

Emily: Ethan you can fax it, to 842-124-3359 with attention to Credentialing department

Ethan: Thanks Emily what is the claim number?

Emily: The claim number is A213456

Ethan: And what is the call reference number?

Emily: The call reference is my name and today’s date

Ethan: Thank you so much Emily you are accommodating me today and you have a nice day

Emily: Thanks Ethan and it’s a pleasure talking to you have a good day.

Ethan: Bye

Emily: Bye.

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