Risky Business
Unless the risk has been deemed as a gradual risk reason, the PM has this amount of days to work on the risk with the customer
What is 30 days?
when moving an Issue to Sales Order Cancellation, the PM assigns the cancellation task to this team after receiving approval from the IBAE
what is the financial services team?
the project status is this when a client is unresponsive and has not committed to a target go live date for 3 weeks
what is red?
This PCC employee handles customer inquiries, Manages changes to accounts and Is the main point-of-contact once a project is closed. He/She is often referred to as the CSM
Who is the Customer Success Manager?
The case is assigned to this team when creating a lab results integration case
who is VIS?
Risk can be found under this tab on the side menu in kantata
What is “governance”?
when an issue is resolved and a target go live date is confirmed, the pm will change the issue closure status to this dropdown option
what is “commitment obtained”?
the project status is this when the project is running within budget, timeline and expectation
what is green?
in project management this is the hierarchical outline of the tasks required to complete a project, often referred to as the WBS
what is the work breakdown structure?
for this module, practitioners and physicians can use their mobile devices to view charts, sign orders, and e-prescribe for residents in care.
what is practitioner engagement?
This type of risk can be converted to an issue with a Sales representative assigned after the standard mitigation period.
What is a stalled risk?
true or false: if a risk is resolved, the PM must still convert the risk to an issue
FALSE
the project status should always be this if MRR is at risk
what is red?
this amount is the predictable total revenue generated by your business from all the active subscriptions in a particular month, often referred to as the MRR
What is the Monthly recurring revenue?
for this module, the customer must create an account with Swift Medical to order HealX stickers, which they must have on-hand before go-live
what is skin and wound?
Only use “pencil in date” field when the At Risk Reason is this
what is Data copy not yet completed?
Before moving an Issue to Sales Order Cancellation, the PM works with this person first to get their approval for the cancellation.
who is the IBAE?
the project status should be this if all deliverables have been met on a project except one module that is currently delayed
what is yellow?
this important pcc role is often referred to as the IBAE
who is the Install Base Account Executive?
this module provides capability that enables providers to instantly retrieve important resident insurance data
what is eligibility verification?
there are 3 types of risk categories, one is “MRR at risk”, the other 2 categories are these
What are Proserv only at risk and churn at risk?
when assigned an issue, The IBAE can escalate the task to this person for assistance
who is the CSM?
True or false: a project can be moved from red to green but not green to red
true
A RAID log is a simple, effective project management tool to organize a project by tracking these 4 items
what are risks, actions, issues, and decisions?
the application designed to help organizations connect with valuable partners, ensuring timely access to all essential demographic, medical and financial information for incoming referrals
what is Customer Relationship management (CRM)?