ICAS & YOU
Roles & Responsibilities
Member Eligibility & Process
Product Enhancements
100

True or false: ICAS charges cancellation fees for no-shows/ missed sessions. 

ICAS never charges for missed sessions. Depending on the circumstances, it may come off the number of sessions available.

100

You just got the Verbal Yes - woohoo!  What is the very first thing you should do?

Use the Verbal Yes + Add't 


You must complete the internal transition doc + configuration sheet

100

Are Eligibility Files really necessary? 

YES. Eligibility files are required for every customer without exception. 

100

Generally, when is the Product Roadmap released?

Usually at the beginning of the year (Sometimes during PKO!)

200

True or False: ICAS offers therapy for children and teens globally.

False - therapy for children and teens are regulated differently from country to country and there is no blanket offering provided by ICAS.

200

What's the role of the File Integrations team?

Leads the process of setting up the Eligibility and COBRA files with the customer and/or their vendors

200

What is the deadline for a test file for an EAP + HPI launch?

60 days prior to launch.

200

What would you do if a prospect/customer asked you if a service or option was available soon?

Check out the Product Roadmap on confluence to see if it's coming!
300

Who manages the addition of any NEW countries to a customer's configuration or changes in headcount?

The CSM

300

What's the role of a Customer Success Manager?

Supports IM during implementation and leads the Care Programs Overview meeting and Lyra 101’s prior to launch

300
What happens if you don't receive an eligibility file from your customer? 

This will most likely result in a delay to their launch date and could pose a risk to your deal.

300

For Ad Hoc product customization requests, what should you do?

Connect with your PTD/Manager and then connect with the Deal Desk

400

Name 2 additional value-adds provided by ICAS international support

  • Quarterly Open Webinars for HR & Benefits Teams
  • Quarterly Open Webinars for Employees
  • Ongoing promotional materials of current events and access to those materials in 20 languages
  • Local AMs (introduced during implementation)
  • Local knowledge & experience to help guide positioning
  • First POC for questions and local problem resolution
  • Local promotion or training activities 
400

What's the role of a Member Marketing Manager?

Each customer is assigned a Member Marketing Manager. Depending on the customer tier, the MMM will lead the Implementation Marketing Meeting with the customer. The MMM owns the creation of launch marketing materials for the customer.

400

What do the PDs need to "Identify" for the File Integrations team?

The Customer's Eligibility File Vendor 

400

True/False: The PM team may request to join a call to learn directly about a request from a prospect/customer 

True!

500

True or False: ICAS can support critical incidents globally, committing to onsite support ranging from 24-76 hours from the reported time of the incident depending on where it occurred. 

True!

500

What are the 3 main discussions that PDs are responsible for managing?

Managing the Legal, Security, and Contracting discussions

500

Name two teams that rely on the Eligibility File:

Billing Operations

Finance

Business Operations

Care Team

Marketing

500

What are 2 ways you can provide feedback to the Product Team?

Salesforce

Your PTD

Quarterly Field Insights Meetings

Email: PM@lyrahealth.com