Who You Gonna Call?
This coaching team supports Patient Portal, Self Check-in, Messaging/Reminders, and Patient Self-Scheduling topics
This type of person must be involved before handing a customer off to PEX
What is a practice leader?
What are:
encounters
order sets/encounter plans
clinical inbox
task assignment overrides
clinical admin tables
standard reports/Clinical Efficiency Insights?
This VBC area focuses on risk scores, diagnosis gaps, and risk stratification
What are HCC/Diagnosis Gaps?
Check this before scheduling an RCM engagement
What is whether there is an active coaching engagement already in progress?
This coaching team would be engaged for claims, A/R, patient payments, collections, and billing process improvement
What is RCM (Revenue Cycle) Coaching?
This should always be included in the appointment notes when scheduling a Clinical Coaching engagement
What is context ID and/or username, any scheduling instructions, and "Referred by: [Your Name]"?
Clinical Coaching provides limited support for authorization management, referrals, and telehealth. This specific referral workflow is included in their coaching.
What is outbound referral workflows?
A customer already has an active RCM engagement and wants coaching, this call type should generally be scheduled
What is an RCM scoping call?
These Clinical Coaching roles can be selected when scheduling a coaching appointment
What is Clinician, Clinical Administrator, or Clinical Staff?
This team(s) lists troubleshooting as out of scope
What is ALL of them (RCM, PEX, VBC, Clinical Coaching)?
This common step appears in the handoff process for PEX, RCM, Clinical, and VBC after scheduling is completed
What is complete the referral form (BI form)?
This team considers custom reports to be out of scope
Clinical Coaching
This VBC booking path should be used when a customer wants help improving MIPS performance
What is the Quality booking path, specifically Accelerated MIPS for MIPS-related topics?
This coaching team's eligibility guidance specifically instructs you to identify the correct leader and include them on the scheduling invite if the current contact is not the appropriate decision maker
What is PEX?