Please be sure to make a checklist of each item as you un box it. Each of you will be mailed a packet with detailed instructions on log in information and username + Password information.

During training each employee will maintain the same schedule beginning at 10am - 5:30pm.

You will log on and take further instructions from your designated trainer.

Meet The Team

Set Up Phone Systems

Receive log in and access to various programs.

Listen to Live Calls and try to walk through the steps individually ( This Is to get the feel of what the role looks like in real time).

Complete Time sheets.

Go over your excel sheet & learn the various formulas.

Towards the end of the week :

Go over how to use the EMR system to verify insurance.

Take the needed notes for the call

Verify the Insurance

Figure out what Authorization is needed and build it.

Not All Calls Are For Authorizations:

This week you will log back on with a live trainer to listen to other calls your likely to get and how to handle what is asked of you.

By: Wednesday each of you will be evaluated, if you do not pass the first evaluation you will have Thursday And Friday to make it up.

Ounce you successfully pass your eval you will log on solo Monday taking calls as an official Utilization Manager.

If by chance you you do not pass you will be back into a training group for an additional week to get you up to speed.

( I feel as though given the heavy load of work it would be best to teach it in person since each office was still open.)

After completing the training and passing the evaluation, employees will be sent home with their equipment and new schedule.

Each employee will have a good understanding of various insurances, and what each plan allows.

Employees will understand how to successfully build a authorization, Process an appeal for a denied authorization, set payment plans, extend stay and more.

Week 1: Employees will break out and be assigned a temp. log in to complete online trainings.

Week 2: Finish trainings, Get Access to programs, listen to live calls with trainer.

Week 3: Practice Scenarios with training group ( you will not learn everything in training so its good to role play to learn what to do in almost any instance.)

Learn phone system, excel sheet and formulas. Learn how to verify Insurance types.

Week 4 : Learn how to officially build a Authorization.

Week 5 : Recap of what you learned, do group scenarios, listen to more live calls, ask whatever questions on what might be confusing still.

Week 6: Take live calls with training group one by one taking turns dealing with the client.

By Wednesday you will be evaluated if by chance you do not pass you will be asked to return for one additional week of training to get caught up.

Case Managers are evaluated monthly on their performance by auditors. To ensure they are being taught the right way they will be trained by auditors who ounce was in their shoes as case managers.

Employees will NOT be asked to travel outside the 50 mile radius of their home.

Employees encouraged to bring a lunch as throughout training everyone will be provided a 1 hour lunch break and one 15 min break.

If you wish to store away personal items and belongings bring a lock for the lockers in the break room.

1. Are you keeping your caller informed in what you are doing ? Is there any dead air ?

2. Do they know how verify insurance

3. Can they properly identify what the various plans allow.

4. Can they build a case from start ton finish.

5. If an error is made, are they able to identify the errors ?

6. Have they learned to work our excel cheat sheet and learned the various formulas?

7. Can the employee process an Appeal? Do they know what they are looking for in the appeal ?

8. Did they complete their notes for their test call.