Are They Authorized? (Verification Procedure)

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  • 1/15 Questions

    Roger Guiness is calling to enroll his mother Alice Munro into a LTC plan. He states he has Power of Attorney to speak on her behalf. How should the agent proceed?

    • Since Roger volunteered that he has Power of Attorney for his mother, the agent may continue with the call without asking any verification questions.
    • Continue with the call if Roger is listed as the payee on the case.
    • Advise Roger to fax in legal documentation (POA), complete verification, and continue with the call.
    • Advise Roger that his mom should speak for herself.
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Are They Authorized? (Verification Procedure) - Quiz
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  • 2. 

    Keith Collins is calling to enroll his newborn child into a plan. Keith is 15 years old. Can the agent continue with the call?

    • No, because underage parents cannot enroll their children.

    • Yes, underage parents can call to enroll their children.

    • No, only underage mothers are allowed to call in for their newborns.

    • No, because Keith is not listed as the payee on the case.

    Correct Answer
    A. Yes, underage parents can call to enroll their children.
  • 3. 

    Jeremy Spencer is calling to enroll himself into United Healthcare of Florida. Is the agent still required to ask him if he has authority or permission to obtain information or make changes for himself?

    • Yes, because if the agent skips the question, it will result in a prohibited activity.

    • Yes, because all callers must state they have authority to make changes or obtain information for the person(s) they are calling for, even if they are calling for themselves.

    • Yes, because AHCA requires that all callers answer that question.

    • No, the agent may skip that question if they are calling for themselves.

    Correct Answer
    A. No, the agent may skip that question if they are calling for themselves.
  • 4. 

    Sandy Morgan calls in to enroll Michael Gordon into CMS. She states she is a case worker for the Department of Children and Families. How should the agent proceed?

    • Advise Sandy that she is not authorized on the case and you cannot continue with the call.

    • Advise Sandy that she must have authorization from Michael's parents to continue with the call and complete enrollment.

    • Document the name, agency, title, work phone number and request Sandy to provide details on how she is authorized to make decisions for the member.

    • Advise Sandy to complete the Designated Authorized Representative form in order to continue with the call.

    Correct Answer
    A. Document the name, agency, title, work phone number and request Sandy to provide details on how she is authorized to make decisions for the member.
  • 5. 

    Robert Robinson is calling for his older sister Susanne Robinson.  If he has the security PIN, it is not necessary to ask Robert if he has authority or permission to obtain information or make changes for the person he is calling for today.

    • True

    • False

    Correct Answer
    A. True
  • 6. 

     If the member calls in for themselves and verifies all their information but then wants another person to speak on their behalf, how should you proceed?

    • Document the person's Name, year of birth and address and continue the call.

    • Inform the recipient that you can only speak to the person who verifies the case and continue the call with the recipient.

    • Continue the call. Once the recipient verifies their information, they can authorize someone else to speak for them.

    • Ask the person to send in a copy of the DAR form authorizing them to speak on the member's behalf and continue the call.

    Correct Answer
    A. Continue the call. Once the recipient verifies their information, they can authorize someone else to speak for them.
  • 7. 
    Sirena Robinson calls to verify the current plan for herself and her newborn child. When the counselor tells her she is not the authorized person on the case she states she has been emancipated from her mother.  Which statement is correct? - ProProfs

    Sirena Robinson calls to verify the current plan for herself and her newborn child. When the counselor tells her she is not the authorized person on the case she states she has been emancipated from her mother.  Which statement is correct?

    • The counselor can continue with the call because Sirena stated that she is emancipated.

    • The call cannot continue because Sirena is under 18 years of age and counselors are never allowed to speak to members who are under age 18.

    • The counselor should notify Sirena that legal documentation of her emancipation must be faxed in before she can speak for herself; she can continue the call on the newborn's behalf.

    • Sirena must contact DCF to have a note placed on her case stating that she is emancipated.

    Correct Answer
    A. The counselor should notify Sirena that legal documentation of her emancipation must be faxed in before she can speak for herself; she can continue the call on the newborn's behalf.
  • 8. 
    Ericka calls in to verify her 19 year old son's eligibility. How do you proceed?   - ProProfs

    Ericka calls in to verify her 19 year old son's eligibility. How do you proceed?  

    • Inform the mother that she must send in a signed copy of the Designated Authorized Representative form. Refer the caller to the SMMC website to obtain the DAR form and continue the call.

    • Verify the address, member's name, and year of birth. If mom passes verification, continue with the call.

    • Inform the mom that her son must call in and authorize her to speak on his behalf.

    • Do not continue with the call because mom is not the legal guardian/power of attorney.

    Correct Answer
    A. Inform the mother that she must send in a signed copy of the Designated Authorized Representative form. Refer the caller to the SMMC website to obtain the DAR form and continue the call.
  • 9. 
    Rosa calls to make a plan change for her granddaughter Sierra who is 19 years old. The grandmother states she is Sierra's Power of Attorney. How should you proceed?  - ProProfs

    Rosa calls to make a plan change for her granddaughter Sierra who is 19 years old. The grandmother states she is Sierra's Power of Attorney. How should you proceed? 

    • Advise Rosa to contact DCF to update the payee. Do not continue the call.

    • Do not continue with the call. Advise Rosa that a DAR form must be on file in order for her to be authorized.

    • Tell Rosa to send in a signed copy of the DAR form or the legal documentation. Continue the call.

    • Inform Rosa that her granddaughter can only speak for herself.

    Correct Answer
    A. Tell Rosa to send in a signed copy of the DAR form or the legal documentation. Continue the call.
  • 10. 
    Teresa Sullivan is calling to make a plan change for herself. After verifying her year of birth, she verifies  her mailing address, but cannot verify her physical address. How should you proceed? - ProProfs

    Teresa Sullivan is calling to make a plan change for herself. After verifying her year of birth, she verifies  her mailing address, but cannot verify her physical address. How should you proceed?

    • Advise Teresa that she cannot change her plan.

    • Inform Teresa that she does not need to contact DCF/SSA to update her physical address.

    • Advise Teresa that she needs to submit proof of residence through AHCA.

    • Ask for the county. If the county is verified, continue with the call and refer to DCF/SSA for the address update.

    Correct Answer
    A. Ask for the county. If the county is verified, continue with the call and refer to DCF/SSA for the address update.
  • 11. 
    Caller verifies: 1061 SE 10th Court Pompano Beach 33069. How do you proceed?  - ProProfs

    Caller verifies: 1061 SE 10th Court Pompano Beach 33069. How do you proceed? 

    • Just ask the caller for the county, we don’t need to verify the complete address.

    • Ask the caller to verify the state.

    • Refer the caller to DCF/SSA to update the address. Do not continue the call.

    Correct Answer
    A. Ask the caller to verify the state.
  • 12. 

    During verification, the caller states they have moved. The caller provides a new address that is in a DIFFERENT region than the address in HealthTrack. How should you proceed?  

    • Process an enrollment/plan change. Tell the caller they may not receive their mail and refer to DCF/SSA to update the address.

    • Document the new address in the notes, refer the caller to DCF/SSA to update the address, and continue the call. Assist the caller with a plan choice.

    • Do not process an enrollment/plan change. Assist with case specific questions and refer to DCF/SSA to update the address.

    • Ask for the last 5 of the member's SSN. Continue the call.

    Correct Answer
    A. Do not process an enrollment/plan change. Assist with case specific questions and refer to DCF/SSA to update the address.
  • 13. 

    During verification, the caller states they have moved. The caller provides a new address that is in the SAME region as the address in HealthTrack. How should you proceed?

    • Ask for the last 5 of the member's SSN. Continue the call.

    • Process an enrollment/plan change. Tell the caller they may not receive their mail and refer to DCF/SSA to update the address.

    • Do not process an enrollment/plan change. Assist with case specific questions and refer to DCF/SSA to update the address.

    • Document the new address in the notes, refer the caller to DCF/SSA to update the address, and do not continue the call.

    Correct Answer
    A. Process an enrollment/plan change. Tell the caller they may not receive their mail and refer to DCF/SSA to update the address.
  • 14. 
    When a name is listed in the address field with C/O (in care of)... - ProProfs

    When a name is listed in the address field with C/O (in care of)...

    • The caller must still follow the normal verification procedures.

    • They are automatically authorized.

    • The caller must fax in legal documentation.

    Correct Answer
    A. The caller must still follow the normal verification procedures.
  • 15. 

    If the caller has a DAR on file, are they still required to fax in another signed copy every time they call in?

    • Yes. The caller is required to agree to fax in documentation on every call.

    • No. The caller is only required to have one DAR on file. This DAR will apply for any member the caller calls in for.

    • No. Once faxed in, the document will be added to HealthTrack and the caller does not need to fax in another copy. If the document has an expiration date that has expired, then the DAR must be faxed again.

    • Yes. This ensures the member will always have an updated DAR on file.

    Correct Answer
    A. No. Once faxed in, the document will be added to HealthTrack and the caller does not need to fax in another copy. If the document has an expiration date that has expired, then the DAR must be faxed again.

Quiz Review Timeline (Updated): Mar 21, 2022 +

Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Mar 21, 2022
    Quiz Edited by
    ProProfs Editorial Team
  • Mar 24, 2015
    Quiz Created by
    AHSFLTrainer
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