TRELLA
POWER BI
REFERRAL 101
HOME HEALTH 101
BD BEST PRACTICES
100

WHAT TYPE OF INFORMATION CAN YOU GET FROM TRELLA BY LOOKING AT A SPECIFIC PHYSICAN?

PATIENT VOLUME 

HOME HEALTH USAGE 

PAYER MIX 

100

WHAT REPORT COMES OUT WEEKLY FOR BD?

REP SCORE CARD / FACE TO FACE 

100

WHAT MAKES A COMPLETE REFERRAL?

DEMOGRAPHICS, HH ORDER WITH APPROPRIATE DIAGNOSIS, FACE TO FACE, H&P PERTAINING TO THE HH DIAGNOSIS, VERIFED SIGNING PHYSICIAN, PATIENT VERIFIED ADDRESS, AND PHONE NUMBER. 

100

WHAT IS ON THE FLYER THAT WE TAKE TO PROVIDERS TO EDUCATE THEM ON BILLING FOR PLAN OF CARES?

G CODES 

100

WHAT ARE 3 THINGS A BD SHOULD DO DAILY 

LOG CALLS 

CHECK EMAILS 

FOLLOW UP ON HOSPITAL PATIENTS 

10-12 VISITS DAILY 

FOLLOW UP ON PENDING REFERRALS 

200

WHAT DAILY TASKS DO THE AE'S USE TRELLA FOR? (LHC)

LOGGING THEIR CALLS

200

WHAT IS THE MOST IMPORTANT REPORT TO A DOO/ED IN POWER BI?

ADMISSION REPORT 

200

WHAT IS THE DIAGNOSIS FOR AGE RELATED WEAKNESS?

SARCOPENIA 

200

WHAT DEVICE IS USED FOR UROLOGY PATIENTS IN THE HOME?

BLADDER SCANNER

200

WHAT ARE 3 THINGS A BD SHOULD DO WEEKLY 

TURN IN MILEAGE

TIME SHEET

CHECK ON SNF PATIENTS

CHECK ON PROGRESS TO GOAL 

F/U ON ORDERS AND OUTSTANDING FACE TO FACE

300

WHICH SEGMENT IN TRELLA IS NOT CURRENTLY TRACKED?

INDEPENDANT/ASSISTED LIVING

300

NAME 2 THINGS THAT A REP CAN SEE ON THEIR SCORE CARD

QUOTA 

PENDING REFERRALS

ADMITS TO DATE 

CALLS LOGGED 

CONVERSION RATE 

300

CAN OT OPEN A CASE?

NO

300

WHAT IS A COMMON PROTOCOL FOR CHF PATIENTS IN THE HOME?

DAILY WEIGHTS

300

WHAT ARE 3 THINGS BD SHOULD DO MONTHLY 

ANALYZE REFERRAL SOURCE TREND

EXPENSE REPORTS (AMEDISYS)

MILEAGE REPORT (AMEDISYS)

REFERRAL SOURCE SPEND TRACKING 


400

WHAT IS TRELLA PRIMARILY USED FOR IN BOTH LHC AND AMEDISYS?

TRACKING/TRENDING ACCOUNTS 

400

UNDER THE REFERRAL SOURCE ANALYSIS TAB WHAT CAN BE VIEWED?

REFERRAL SOURCE

PAYER

CONVERSION RATE PER REFERRAL SOURCE

ADMITS YEAR TO DATE 

400

WHAT IS THE TIME FRAME FOR A FACE TO FACE?

90 DAYS PRIOR, 30 DAYS AFTER. (UNLESS IT'S A WOUND, THEN IT'S ASAP!) .....BEFORE THE WOUND HEALS. 

400

WHAT IS SOMETHING BD SHOULD COLLECT FROM ORTHO DOCS BEFORE SEEING THEIR PATIENTS?

PROTOCOLS 

400

WHAT QUALITIES MAKE A GREAT ACCOUNT EXECUTIVE?

COACHABLE, HONEST

ACCOUNTABILITY, 

COMMUNICATION 

CONSISTENT 

PERSONABLE, ORGANIZED, SENSE OF URGENCY


500

NAME 3 THINGS THAT TRELLA WILL TELL YOU ABOUT THE TYPE OF PATIENTS BEING REFERRED

DIAGNOSIS 

PAYER

RISK SCORE 

COMPANIES THEY REFER TO

500

WHAT MAKES AN "A" ACCOUNT IN POWER BI?

1 MCR ADMIT 3 MONTHS IN A ROW FROM THE SAME ACCOUNT

500

WHAT IS SOMETHING THAT AN AE HAS TO EDUCATE AN ACCOUNT ON?

COMPLETE REFERRAL 

ORDERS PROCESS

FACE TO FACE DOCUMENTATION 

PROGRAMS 

IDENTIFYING PATIENTS

500

HOW OFTEN SHOULD BD BE VISITNG OUR SNF PATIENTS?

WEEKLY AT MINIMUM

500

HOW OFTEN SHOULD BD REVIEW THEIR ACCOUNTS AS A TEAM?

EVERY 6 MONTHS 

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