S&O
ERP
IT Advisory
Managed Services
Name the Workstream
100

Name the S&O Service Lines

Revenue Cycle Management, Labor, PES, Supply Chain, Quality, Clinical, Operational Excellence, Payer/Health Plan

100

What does ERP stand for?

Enterprise Resource Planning

100

Who is the Managing Director of IT Advisory?

Skip Lemon

100

A payer rejects a claim. What does the denials team do next?

Find the reason, fix it, and re-submit or appeal

100

This service line primarily works with ambulatory locations to improve overall financial and operational performance through provider productivity, labor cost takeout, and improved revenue cycle and clinical workflows

PES

200

A claim is submitted but the payer refuses payment. This is called a ?

Denial

200

Name 2 Services ERP offers clients

ERP Strategy (Benefits analysis, selections, assessments), Client-side implementation, full implementation

200

Epic is an example of this type of healthcare technology

Electronic Health Records (EHR)

200

One primary goal of Managed Services is to help organizations improve performance while reducing this

Operational Costs

200

This service line specializes in workforce productivity, staffing models, and reducing workforce expenses while maintaining operations

Labor Optimization

300

AR stands for this key revenue cycle metric

Accounts Receivable

300

Name the Vendors ERP works with

UKG, Workday, Epic, Oracle

300

This is the process of evaluating an organization’s application portfolio to reduce redundancy, optimize costs, and better align systems to business needs. 

Application Rationalization

300

Unlike traditional consulting, Managed Services assumes this for the client

Ongoing Operational Ownership

300

A health system has data in 14 different systems, leadership doesn't trust reporting, and executives want a single source of truth. Which service line do they call upon?

Data & AI

400

What does IDW mean?

Initiative Documentation Worksheet

400

Name the 4 stages of an ERP Workday implementation

Plan, Architect & Configure, Test, Deploy

400

Name 2 of the 3 responsibilities of Focus Groups

Confirm all current applications have been captured, provide timing considerations, provide rationalization recommendations

400

Name the 3 pillars of Managed Services

People, Process, Technology

400

An organization has recently merged with another. They need help synthesizing their organizations, particularly their infrastructure and disaster recovery planning. Who do they call upon?

IT Advisory

500

What metric does PES use to measure success?

EBITDA

500

Name 3 Workday Products

Human Capital Management, Financial Management, Workday Adaptive Planning, Spend Management, Talent Management, Payroll and Workforce Management, Analytics and Reporting, Student, Professional Services Automation, Platform and Product Extensions, Workday Peakon Employee Voice, Workday VNDLY

500

Name 3 Application types

Clinical, Cybersecurity, ERP/Business, IT Infrastructure, Revenue Cycle, Facilities

500

Explain the AI Orchestrator

Every incoming task runs through it. 

It routes, sequences, decides, escalates, and governs. It doesn't do the work itself; it makes sure the right agent, system, or person does it

500

A health system is:

  • Losing money due to denied claims
  • Experiencing long provider wait times
  • Reporting labor expenses above benchmark
  • Lacking trusted dashboards

Name at least 3 workstreams that should be involved.

Revenue Cycle, Data & AI, Labor Optimization, PES, or IT Advisory

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