PAM/MIPS
Patient Engagement Auto On
Account Management
Relationship Management
Demonstrating Value
100

What does MIPS stand for?

Merit-based Incentive Payment System- this is a program that is designed for practices to earn payment adjustments based on the services they provide to their medicare patients.

100

Where can you find training resources associated with each product?

Confluence!!!
Patient Engagement Auto On Q3 2023

100

What is the fee Phreesia will charge clients moving away from Intake but retaining add-ons?

20% of the intake fee to cover for integration costs and dashboard maintenance

100

What should you do at the beginning of your calls to build relationships with your client?

Small talk (ask about their weekend, upcoming plans, talk about where you're located or the weather...do anything other than sit in silence :) )

100

Something created by our Value Analytics team that should be sent to clients monthly. Shows value per add-on application in use.

Product Specific One Sliders / Drip Campaign

200

What is PAM?

PAM provides a standardized method for clinicians to assess patient activation through the continuum of care. The PAM survey collects information directly from patients regarding their knowledge, skill and confidence in managing their health and healthcare.

200

Who is responsible for demonstrating value of the product(s) and ensuring utilization?

Account Owners!
AOs are responsible for sending value emails, adding the auto-on as an agenda topic on every call, checking in for feedback & satisfaction!

200

Whom do you reach out to help out with an EBR for your foundation groups? ( to prepare the deck and associated data)

Provider Analytics, in addition drip campaigns are updated monthly by this team which can be reviewed on your check-in calls

200

This should be updated regularly to keep track of points of contact, decision makers, new contact information at the practice, and sentiments about Phreesia.

People Map/Contacts in SF

200

This is a tool that provides sales and other Phreesia stakeholders a centralized place to search for customer evidence, highlighting the value Phreesia provides to our clients.  It is comprised of client quotes, case studies and value statements.

CAD-alogue

300

True or False: PAM is free of cost to our clients.

TRUE

300

Name all the add-ons that are among the Patient Engagement Auto-on

Patient Surveys, Appointment Reminders, Patient Chat, Appointment Accelerator

300

Where should all client calls and conversations (internal and external) be documented?

OneNote in client's Sharepoint folder

300

What are some examples of positive outcomes from relationship management?

Client retention, risk mitigation, trust, brand loyalty, new sales, client satisfaction,

300

What is the value of Enhanced Patient Surveys?

Obtain valuable feedback from patients, direct patients to external review sites, notify staff of poor review notifications to rectify the issue as soon as possible, communicate immediately after patient's appointment using one platform, analytic reporting in the Dashboard, saves staff time manually administering surveys

400

What MIPS program is PAM compatible with?

Traditional MIPS

400

What is the time frame of the auto-on (date of feature enablement and end date)?

2 months. Starts October 2nd, Ends November 30th

400

Where can you find details on the different stages / expectations of the various Client Success expectations?

Client Success Playbook in Confluence

400

Why is the reference program important?

A client's reference record is a good indication of their overall health with Phreesia. By asking a client to join, we are trying to evaluate the following:

  • Do they like Phreesia enough/see enough value to recommend us to people they know?
  • Are they comfortable speaking about their experience with other existing/potential clients?

We should ask every client to be a reference so that we can understand their level of satisfaction with Phreesia.

400

After discussing the value of a product with a client, what should you update and when should you update it?

Opportunity Deal Status with the date + on the day you had the call with the client

500

What are Phreesias goal for the PAM GTM?

Have 40 clients submit PAM as an additional measure outside of the practices original 6 measures in 2024.

500

How will you know if a client has hit threshold (i.e. a change order notification will be created for them)?

COE to monitor opps as they are moved to Stage 4 (hit threshold).
COE will chatter AOs to notify them that the opp has hit threshold and request for quote to be created
AO to review draft quote and move to stage 5 to request Change Notification

500

If a client sends you an escalation email (termination, DPE concern, etc) when is action is expected to be taken?

That same day

500

What defines an ENGAGED account?

To be defined as "engaged", a billable account must have ONE of the following: 

  1. A Gong call on any account in the hierarchy* in the last 60 days
  2. A completed Success activity on any account in the hierarchy in the last 60 days
    1. Success Activities are where [Activity_Type_2__c] = "Call – Outbound" or "Check-in Call/Weekly Meeting" or "Client Sales Demo" or "Client Services Transfer" or "EBR" or "Executive Touchpoint" or "Go To Market" or "Project Call" AND there is a Connected Outcome
  3. 5 inbound emails received across all accounts in the hierarchy in the last 60 days (including "bounce backs" and emails to non-CS groups)
  4. A signed CO on any account in the hierarchy in the last 60 days
  5. An Opp moved to stage 5, 6, or Close/Won on any account in the hierarchy in the last 60 days
    1. Auto-ons, Renewal Opportunities, and Merchant Processing Rate Increases are excluded
500

What are some valueable products/features that we can discuss with clients at no additional cost?

Online Payments, Payment Plans, COF, SDOH, PAM, Clinical Integration, Express Workflow for returning patients, the list goes on!

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