What does MIPS stand for?
Merit-based Incentive Payment System- this is a program that is designed for practices to earn payment adjustments based on the services they provide to their medicare patients.
Where can you find training resources associated with each product?
Confluence!!!
Patient Engagement Auto On Q3 2023
What is the fee Phreesia will charge clients moving away from Intake but retaining add-ons?
20% of the intake fee to cover for integration costs and dashboard maintenance
What should you do at the beginning of your calls to build relationships with your client?
Small talk (ask about their weekend, upcoming plans, talk about where you're located or the weather...do anything other than sit in silence :) )
Something created by our Value Analytics team that should be sent to clients monthly. Shows value per add-on application in use.
Product Specific One Sliders / Drip Campaign
What is PAM?
PAM provides a standardized method for clinicians to assess patient activation through the continuum of care. The PAM survey collects information directly from patients regarding their knowledge, skill and confidence in managing their health and healthcare.
Who is responsible for demonstrating value of the product(s) and ensuring utilization?
Account Owners!
AOs are responsible for sending value emails, adding the auto-on as an agenda topic on every call, checking in for feedback & satisfaction!
Whom do you reach out to help out with an EBR for your foundation groups? ( to prepare the deck and associated data)
Provider Analytics, in addition drip campaigns are updated monthly by this team which can be reviewed on your check-in calls
This should be updated regularly to keep track of points of contact, decision makers, new contact information at the practice, and sentiments about Phreesia.
People Map/Contacts in SF
This is a tool that provides sales and other Phreesia stakeholders a centralized place to search for customer evidence, highlighting the value Phreesia provides to our clients. It is comprised of client quotes, case studies and value statements.
CAD-alogue
True or False: PAM is free of cost to our clients.
TRUE
Name all the add-ons that are among the Patient Engagement Auto-on
Patient Surveys, Appointment Reminders, Patient Chat, Appointment Accelerator
Where should all client calls and conversations (internal and external) be documented?
OneNote in client's Sharepoint folder
What are some examples of positive outcomes from relationship management?
Client retention, risk mitigation, trust, brand loyalty, new sales, client satisfaction,
What is the value of Enhanced Patient Surveys?
Obtain valuable feedback from patients, direct patients to external review sites, notify staff of poor review notifications to rectify the issue as soon as possible, communicate immediately after patient's appointment using one platform, analytic reporting in the Dashboard, saves staff time manually administering surveys
What MIPS program is PAM compatible with?
Traditional MIPS
What is the time frame of the auto-on (date of feature enablement and end date)?
2 months. Starts October 2nd, Ends November 30th
Where can you find details on the different stages / expectations of the various Client Success expectations?
Client Success Playbook in Confluence
Why is the reference program important?
A client's reference record is a good indication of their overall health with Phreesia. By asking a client to join, we are trying to evaluate the following:
We should ask every client to be a reference so that we can understand their level of satisfaction with Phreesia.
After discussing the value of a product with a client, what should you update and when should you update it?
Opportunity Deal Status with the date + on the day you had the call with the client
What are Phreesias goal for the PAM GTM?
Have 40 clients submit PAM as an additional measure outside of the practices original 6 measures in 2024.
How will you know if a client has hit threshold (i.e. a change order notification will be created for them)?
COE to monitor opps as they are moved to Stage 4 (hit threshold).
COE will chatter AOs to notify them that the opp has hit threshold and request for quote to be created
AO to review draft quote and move to stage 5 to request Change Notification
If a client sends you an escalation email (termination, DPE concern, etc) when is action is expected to be taken?
That same day
What defines an ENGAGED account?
To be defined as "engaged", a billable account must have ONE of the following:
What are some valueable products/features that we can discuss with clients at no additional cost?
Online Payments, Payment Plans, COF, SDOH, PAM, Clinical Integration, Express Workflow for returning patients, the list goes on!