Phreesia Product Knowlege
What is Phreesia's primary goal?
What is the process for QAssigning for an intake Opp
Initial Assignment by QAssign:
QAssign automatically assigns the Intake opportunities to Nick Vissat for initial review.
If an opportunity is not automatically assigned to Nick, notify your SDM or Lora immediately to address the QAssign issue.
Daily Review and Assignment:
Nick (or segment Sales Manager) and Lora review the newly assigned opportunities daily at 12PM ET.
During this review, Nick (or segment Sales Manager) will assign the opportunities to Sales Reps. The Rep assignment decision sits with the Sales team.
What is the primary function of Access eForms?
What is to eliminate paper-based and form-based processes?
Name one key benefit of Phreesia’s patient activation tools.
What is increasing revenue through more booked appointments?
(Multiple answers could apply)
What is the timeframe that you should be following up when receiving a MQL
30 Minutes
What titles have we seen the most success with when outbounding in the Access market
HIM, Medical Records, Clinical and Nursing Informatics
What does E&B look like within the HS/ENT Segment.
Phreesia does not have tools for E&B Cost Estimation and Prior Authorization in health systems/hospitals
Ex. Hospital uses Experian E&B + Cost Estimation
- Experian plugs into hospital host system
- Phreesia pulls info from host system to show what patient owes
- We are a COMPLIMENT to the EHR system
What should an SDR do if they encounter a Groove error?
What is contact their manager, who will check if it’s a wider issue and escalate if necessary.
What key feature does Access eForms offer for MEDITECH clients?
What is validated bi-directional integration?
What tools are included with Phreesia's Revenue Cycle solution?
Insurance verification (E&B)
- POS (Point of Service) Payment
- Card on File
- Payment Plans
- Online Payments
How do you track opportunities that you have booked under a certain initiative?
Primary campaign source when creating a new opportunity.
Name one benefit of using Access eForms in a healthcare setting.
What is reducing administrative burden and enhancing data accuracy?
What is the significance of Phreesia's acceptance into the MEDITECH Alliance Program?
What is it enhances integration capabilities and offers richer benefits than competitors like Luma's Accelerator Status
(Or something similar)
What are the two ways to Log a No-Show
- log through groove if the calendar invite is still on cal
- log through SF on the opportunity
How does Access eForms contribute to patient satisfaction?
What is by streamlining the form submission process, making it quicker and more convenient for patients?