Heard Today
What does Outreach/PRMs have to do for anything to count?
Document in Salesforce
Entering this builds trust by protecting an IAs book of business
Agent of Record in Salesforce
SEP
Special Election Period
Response to a non compliant idea to create a flyer
Kill the Vibe
When you have an old Medicare #
Ask the PRM for updated Medicare ID
Profit Equation
Revenue - Cost = Profit
Asked by every OE & PRM during AEP to new patients
Are you working with an insurance agent?
MBI
Medicare Beneficiary Identifier
Giving away a TV for a raffle prize will get you
Cooked
Oakies who consistently hit target with zero corrective actions are headed to this annual trip
Oak Club
10 per OE, per month
Events with an IA
% of Minimum events with IA attached - all centers
30%
HRV
Health Review Visit
Provides patient PHI to IA and tries to cover it up
Crashing Out
This system is used to document all outreach, follow-up, and patient interactions.
Salesforce
Time it takes for a patient to show up on our patient roster
3 months
Lead source selected for event hosted by IA or sent directly to OE
Referral-IA
LIS
Low Income Subsidy
Providing your opinion on the best insurance plans
That's Cap
The role PRMs collaborate with to ensure NO MISSES
Welcome Coordinators
Term when patients drop off roster
Attrition
High quality event metric minimum for T1 centers
5 leads, 1 NPV per event, 20 OOC, 50% IA attached
AIDET
Acknowledge, Introduce, Duration, Explanation, Thank You
Charismatic Oaky who deliver results as a team player with a positive mindset has this
Rizz
NPV slot for a patient with this insurance means win for PRM & OE
Medicare Advantage