Touch calls
What is the purpose of the BDD touch call?
To drive business, discuss marketing plans, and update on goals.
What does green indicate on your DWOR report?
At 110%
Name 3/4 strategies that you give to a contact
New, Maintenance, Growth, Reassess
How often should you be completing Quarterly planning?
Quarterly, every 3 months
How long should your Ride along last?
Minimum of 6 hours
What is the purpose of the admission liaison touchcall?
To discuss barriers and admissions for the day.
How are your referral to admission conversion rates calculated?
Admits divided by referrals.
How many week should you project out a B contact?
6-8 weeks
Name 2 applications you use to help you create your quarterly goals?
CRM, Forvis, Beacon
List 3 stages in the situational matrix
Discovering
Building
Securing
Presenting
True or False: The Senior AL is allowed to complete the BDD touch call if they are on PTO?
FALSE
What insurances are included in calculating CMS 60/40 rule?
Medicare and Medicare advantage
Name 3 of the red asterisks/Blue crosses that you have to fill out for a contact?
Priority, Specialty, is this a physician, Salutation, First and Last name, Business Phone, Strategy, Professional designation,
What view can you put your contacts in if they are part of your quarterly plan so you can easily view referrals, admits, and manage conversations to meet your goal?
Quarterly planning View
DOUBLE POINTS
What is the proper process for disposal of PHI/ePHI and who do you report a breach too?
Do not keep any paperwork at all. Shred all paper. Do not keep anything on your computer with patient info on it.
BDD, HIPPA OFFICER
What is the purpose of the afternoon touch call from the BDD?
To update on contacts completed and discuss rest of day plans for completion of prescreens and contacts.
Why do we set the DWOR at 110%?
What is the term used for 110%?
Planning Factor
When should you review your book of business and move Priorities and Strategies around along with setting up Pre-call planning questions?
Office time
Once a prescreen is complete how many hours do they have to admit before a Update is due?
Who's signiture
48
Liaison
AM by 8:15
PM before 1:30
How often should the DWOR goals be reviewed
Minimum of Quarterly, resignations, adding a new liaison, territory changes, etc.
What percentage of contact ownership should be cleaned up?
95%
When creating your goals for the quarter What tab in the quarterly planning lists the goals your hospital set to put focus on for the year?
Volume Growth By Quarter tab
TOUCH CALL