Salesforce Admin
This is used to document when client is very upset, frustrated about an issue/concern, such as product functionality, product downtime, responsiveness, support related concerns, add on removals.
Escalation Task
If a client says a user does not have permission to send text messages, where do we update this?
Roles
If a client says they want to use their own iPads to distribute registration to patients in-office, what can you offer them?
Pad-X
This is where you pull Pre-Visit, IOM, Manual, and overall SS Check-in percentages.
Intake Performance Report
If a client only has a primary number in eCW, not cell phone number in eCW- does the text PV still go out to the primary number?
No - the number must be in the cell phone field in eCW for PV to send via text.
When should the Transition to Success Pillar be created by Services?
At the time of Go-Live
These are used as "alerts" to staff on the Dashboard for questions that need to be flagged after a patient answers them (usually non-integrated questions).
Review Config Triangles
This product is used to automate the process of collecting outstanding balances
Payment Assurance
This is the report you should review with the client to show negative patient responses.
Patient Surveys Analytics
This is the name of the integration that helps bridge the connection between eCW & Phreesia.
ELLKAY
Update this project date when the client goes live with Mobile/Pad/Arrivals (intake)
Actual Self-Service Go Live Date
This setting of admin pages controls the Phreesia University version that each user will have access to.
Training Config
A patient checked in using Auto In-Office Mobile and moved to the Checked-in section, but staff are confused because there is not a green checkmark in the Pre column. What is the explanation for this?
The Pre icon only changes with Pre-Visit; not with IOM.
Which report will show how many texts were successfully delivered for a Health Campaign?
Communication performance
Can we import copays from eCW? Y/N
No
This is the status an Opportunity should be in if it is included in the client's contract but they do not want to implement right now.
Incomplete- unresponsive
If you add a question to an interview, you also need to add/update it here.
Print Document
A client is already on a bundle and wants to add on an additional feature. How much will the additional feature cost?
$40 pppm
Which report will provide reporting for PRO's specific questions?
Patient Question Insights (PQI)
TRUE OR FALSE: Staff members can reschedule appointments directly from the Appointments Hub
FALSE - Appointments must be scheduled/rescheduled in eCW.
This shows all the projects/tasks/opportunities/whitespace across all of YOUR accounts
Role Centric Dashboard
This is where you pull Appointment Types and Visit Statuses from the PM system for mapping.
External Cache
To send out scheduled messages, what needs to be set up first?
Conversation Settings
If a client wants reporting on custom questions, which report will be utilized?
Patient Question Insights (PQI)
How far out are appointments imported to the dashboard?
Default: 7 days
*Can configure for 14 days out (via SF technical ticket)*