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Epic
Operations
Other Sync
Marketing and Web Integration
Random
100
Do you respect the blocks in place in our provider's Epic scheduled?
Yes as long as visit types are linked to the scheduling blocks. If the blocks are not linked we will show time as available but fail to write appointment in.
100
What's the max # of resources on a DSP?
200
100
Which PMS systems do we have Trueway for?
IDX, Nextgen, Athena API
100
Does the widget show the same schedule as the Zocdoc profile?
Nope, the widget will auto-default to show availability for existing patients, while the Zocdoc.com profile will auto-default to show availability for new patients. Can change this as needed: Add within the first hyperlink placeholder another data attribute: data-is-patient-existing="false"
100
Who was Zocdoc's mascot before Zee?
Ollie and Bea
200
When you say we need to enable resources, departments and visit types for web scheduling - do you mean direct or open?
Recommend that messaging should be adjusted to clarify that open scheduling settings need to be applied, while also clarifying implications for front-end (this doesn't mean you're turning them on in the website unless you do web integration).
200
What happens when patients attempt to leave a review for a provider who has already received their 8 initial reviews?
They can click on the digital reviews URL, but they can't submit a review. they get a popup prompt that the provider already has 8 reviews, and that they should look forward to booking the provider on zocdoc
200
What data points can we use for patient lookup?
We can use first name, last name, DOB, gender by default, and also add address optionally (if athena or Epic, phone number too)
200
Why should I let you send reminder/wellness emails to patients who book through a white label?
At Zocdoc we are aligned to your view that it is paramount to maintain continuity of care- 80-90% of patients who rebook in a specialty rebook with the same physician, and our wellness and reminder email programs encourage patients to be proactive in scheduling their care. Our emails generally either direct patients to the Wellguide / Medical Team where all providers they have used in the past are listed or to generic search.
200
Who started on the same day as bin?
Vince
300
Name 3 reasons for why we may be unable to cancel an appointment with Epic.
- Old cancellation end point - Permission to use web service - Cancellation lead time - A cancellation reason is required and we need to pass through the ID
300
Why does the Zocdoc white label have a Zocdoc phone number at the bottom? Can we remove the phone number entirely from the web version of the white label, or replace it with a different number?"
This is the number for the Zocdoc service team. It is there as a resource for patients who are having trouble booking. The reason we use our number is because our team are experts helping patients book online. We cannot replace the phone number with something different at this time.
300
Athena: We have a 48-hour lead time set for some of our specialties in athena. Will Zocdoc respect this?
There is one setting for scheduling, rescheduling, and cancellations in athena. Patient cancellations on Zocdoc will not go through to athena. A patient will think they have cancelled on the Zocdoc interface, but the appointment will still be in the provider's athena schedule. Best practice is to set lead time to 0.
300
Can you turn off wellness reminders or make them more specific?
No. Currently the program is generically triggering patients to fill out their well guide, return to providers they have booked before, or run a new search. Over time we want to build a robust CRM platform which enables you to use our data and insights from millions of patients to help direct your patients to specific providers. However this is 6+ months away.
300
Who is our only NextGen client on true way?
Crystal Run
400
What happens if there is a lead time of 2 business days for a provider in Epic?
You must match the Zocdoc lead time to 2 business days because in Epic, lead time is configured at the writing level but not the reading level, so the availability returned does not take the lead time into consideration and could lead to appointment failures.
400
What are 2 things that patients can opt out of?
Wellness reminder emails and appointment reminder text messages. Note that they cannot opt out of appointment reminder emails.
400
Which PMS never returns more than 1 patient record?
Athena
400
What is the behavior of the well guide emails?
• Well guide intro o Behavior: email sent 1 week after patient signs up for an account o CTA: Goes to Medical Team page this includes all their prior doctors, and the patient can add any who are not listed. • Well guide progress email o Behavior: Sent out a week after a qualifying appointment o CTA: Goes to your Medical Team page this includes all their prior doctors, and the patient can add any who are not listed  If you are signed in, takes you directly to my medical team  If not signed in, takes you to a login page, then my medical team o Email Icons: The specialty specific icons take you to a search page with the specialty filled in
400
Name 4 new client-facing products in the pipeline.
OneNetwork, Health Plans, Navigator, Check In, Facility Booking, Marketplace onDemand, Zocdoc Junior
500
We have issues accessing the Epic IC PRD instance (we had no issue with TST). TechOps has indicated its a security certificate issue. What are two things the client can do to resolve this?
(1) Apply a publicly trusted security certificate. (2) Or give us the certificate file for their "Root CA" ("root cert") so we can add it to our list of trusted root certificate authorities.
500
At what point will a client tier be assigned, and what difference will it make to an implementation?
Assigning a tier to a HS client should be part of the closing process. ECDs will be required to input this information in SF. This will change level of effort for the implementation and eventually whether a CSM or Senior CSM is lead.
500
Cerner: our doctors have 3 different appointment types for 3 different locations. Can you accommodate this?
We have two different options here. Option A - we can build multiple profiles for the same doctor, but this would require multiple licenses. Option B - We can map one professional ID to multiple resource IDs on the client side. This can expensive to maintain for Zocdoc so it's important to do discovery before we commit. We've done this once with Tenet DMC where the engineers built out a special set-up).
500
The specialty drop-down on my white label is showing all Zocdoc specialties, even if the client doesn't have those specialties live. Why?
It takes 24-hours for the specialty drop-down to refresh to contain only those that are live.
500
Name the Zocdoc core values
Patients First Adaptable, not Comfortable Important, not Immediate Learners before Masters Progress before Perfection Together, Not alone