Insurance Call Assist

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Participant
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Date & Time
Checking participant details…
Current Doctor / PCP — optional, but filling it now makes Section 3 one tap:
Does the participant want to update their mailing address?
Manage saved facilities from 👥 Participants → Facilities.
Does the participant want to keep their Doctor/PCP (Primary Care Provider)?
Pre-filled from Section 2 — edit if needed. Recording it here doesn’t lock anything in; Section 6 still allows a switch if they change their mind on the call.
Does the participant currently have another health insurance?
Does the participant currently have any active referrals/medical authorizations?
Has the participant recently visited the hospital or ER?
Does the participant expect to visit the hospital before the insurance change becomes effective?
⚠ ImportantHospitalizations or major services before the effective date may affect or delay the insurance transition. If the participant expects upcoming care, verify procedures with the insurance representative.
Requested switch to
Has the member been assigned to Molina With Health Care LA?
Section 3 says the participant is keeping their current doctor — use this section only if that changes during the call.
Section 3 says the participant wants a different doctor — complete this section during the call.
These are just the few options we know of and keep on hand — the participant can always name any provider they’d prefer; treat this list as backup ideas.
Fields are editable — override manually if a different provider is used.
Section 3 says no mailing-address change is needed — you can skip this section.
Ask the representative to summarize all changes before hanging up:
Identity verification (with the representative)
Member ID card