Just making a note to check your book.
I'm going thru a carrier - and I'm finding more SARs than expected by cross referencing the current plan to the first looks.
Pre-AEP we can call those people and get them on our calendar. Obviously we can't say, "hey, we need to review because your plan is ending" but we can say something like "based on a few factors we need to get you on the schedule, it doesn't look like a plan review is optional."
Getting the SARs scheduled NOW proactively will free up (some) time.
I'm so glad that my CRM is very organized - I have fields for CMS Plan Name, the H000 code (Contract ID), plan Code, segment code, etc.
I'm going thru a carrier - and I'm finding more SARs than expected by cross referencing the current plan to the first looks.
Pre-AEP we can call those people and get them on our calendar. Obviously we can't say, "hey, we need to review because your plan is ending" but we can say something like "based on a few factors we need to get you on the schedule, it doesn't look like a plan review is optional."
Getting the SARs scheduled NOW proactively will free up (some) time.
I'm so glad that my CRM is very organized - I have fields for CMS Plan Name, the H000 code (Contract ID), plan Code, segment code, etc.