Call Quality Audit

GEHA Scorecard — Voice Channel

Interaction Details
Transaction ID
Audit Source
Product Line
Member ID
UMR CCR
Plan Type
Site
Interaction Date
1. Member/Provider Experience
Max: 20 points
20 / 20

Sincere and helpful tone

Pts
/ 3

Actively listening/engaged

Pts
/ 4

Expressed empathy

Pts
/ 3

Willingness to help

Pts
/ 3

Polite and Professional Interaction

Pts
/ 3

Use the caller's name

Pts
/ 1

Incorporate Please and Thank you

Pts
/ 2

Used "I"/"we" vs they (not laying blame) when appropriate

Pts
/ 1
Section Notes
2. First Call Resolution
Max: 20 points
20 / 20

Address all questions, issues and concerns

Pts
/ 5

Include complete details and information specific to inquiry

Pts
/ 5

Completed all internal and external actions needed for resolution (Create Tickler, Update OI, Update address)

Pts
/ 3

Set expectations/timeframes when applicable

Pts
/ 1

Proactively offered options/solutions/next steps

Pts
/ 2

Educated with relevant information

Pts
/ 2

Asked probing questions (what/why/when/how)

Pts
/ 2
Section Notes
3. Accuracy
Max: 20 points
20 / 20

Accurate — Benefits

Pts
/ 4

Accurate — Eligibility

Pts
/ 4

Accurate — Network Status

Pts
/ 4

Accurate — Prior Auth Requirement

Pts
/ 4

Accurate — Medicare Coordination

Pts
/ 2

Accurate — Claim/Pre-Determination

Pts
/ 2
Section Notes
4. Policy and Procedures
Max: 15 points
15 / 15

Documentation

Pts
/ 4

Used Hold Procedure/Dead Air (thank you for holding, checking back in, 3 minutes)

Pts
/ 1

Releasing Callers / Robo Calls

Pts
/ 1

Transfer Procedures followed / External Number provided

Pts
/ 2

G.E.H.A Greeting/Closing

Pts
/ 2

Additional Assistance Offered

Pts
/ 2

Survey

Pts
/ 1

Answer Call within 10 Seconds

Pts
/ 2
Section Notes
5. Advocacy
Max: 15 points
15 / 15

Mention the G.E.H.A website

Pts
/ 5

Member Advocacy provided

Pts
/ 5

External Call offered if applicable

Pts
/ 5
Section Notes
6. Security and Compliance
Max: 10 points
10 / 10

Verified 3 pieces of information

Pts
/ 6

Provider FTIN/NPI

Pts
/ 2

Reviewed ARF on file to speak on behalf of the member when applicable

Pts
/ 2
Section Notes
Oversight / QA Summary
Accuracy Issues Noted
Advocacy Demonstrated
FCR Achieved
Documentation Complete
Policy Adhered To
Moved Closer to Resolution
Feedback & Trend Identification
Error Category
Trend
GEHA Feedback
Opportunities for Improvement
Total Score: 100 / 100
Exceptional