Tools & Platforms
This tool covers account management and is a customer success platform
What is Gainsight
A customer reports an issue that needs triage. What is your first step and where do you track it?
What is create a support ticket in Servicecloud and monitor its status?
When trying to learn about a competitor, which two internal resource types should you consult first to prepare your response?
What are cheatsheets and playbooks?
Which partnering group do you meet to align on handoffs and collaboration in the revenue cycle?
What is the Sales team?
What tool is used for provider communications for emails and calls
What is Groove
What are the two revenue motions you studied this week?
What are upsells and renewals
What’s PocketHealth’s positioning advantage versus network‑dependent image exchange (e.g., InteleShare) when providers need both high‑volume transfers and flexible last‑mile workflows?
What is being network‑agnostic with automated routing and last‑mile sharing that works across any network.
To capture commercial details correctly when collaborating with Sales, which tool do you use?
What is Salesforce?
This tool is our CRM, used for things such as submitting an opp and adding products.
What is Salesforce
In our CRM, what must you attach to an opportunity to reflect the customer’s specific solution scope?
What are products added to the opportunity in Salesforce?
One competitor places many patient engagement features behind a patient‑funded paywall and relies on external vendors for those features. Who is it, and what’s PocketHealth’s alternative?
What is Clearpath; PocketHealth uses a facility‑funded model and native tools (Report Reader, Image Reader, Ask My Doctor, Follow‑Ups).
Who owns moving a Renewal Opportunity through the renewal stages in Salesforce?
Who is the CSM.
The Support Process Overview references this platform for submitting and monitoring support tickets.
After submitting a ticket, what ongoing action do you take to ensure progress is visible?
What is monitoring the ticket status in Servicecloud?
Versus Epic MyChart’s baseline summaries, what added value does PocketHealth surface directly from imaging records?
What are patient‑friendly explanations, personalized doctor questions, and extracted follow‑up recommendations.
When a renewal is won (or closed won/upsell won), what Salesforce record appears and must be kept accurate?
What is the Contract Object.