Salesforce Admin
What status should a project be in if it is included in the client's contracted bundle, but they do not want to implement right now?
Incomplete-unresponsive
You just received an email from a client that contains a patient's name and chart number. Who should you email?
privacy@phreesia.com
Staff should reconcile their payments at the end of their work day. True or False.
False. Staff should reconcile the next day for the day prior. Payments can still be taken via SS (pre-visit, or online payment) after the practice's hours of operation.
If a location is added in Admin, where else should it be added?
Salesforce
If a client wants to pull analytics on survey responses from July 2022, where do they go?
13-month Patient Survey Report
What shows all projects/tasks/opportunities/whitespace across your accounts?
Role Centric Dashboard (RCDB)
A client has a unique clinical screener that isn't included in our library of PROs. Before committing to building this, you should reach out to this team.
Clinical Content Engagement
If client wants to send marketing health campaigns or payments assurance via text message, what must the patient sign?
Communication Consent
If a client purchases a PadX for the first time, there are 2 settings we must enable. Name one of them.
Enable PadX in General Settings > Assets
And
Enable Device Management in Interview Settings > Intake Config > Configuration > Workflow Management
If a client wants to pull specific patient data for their SDOH screener, where do they do this?
Patient Question Insights (PQI) Report
When should you submit an archival object?
Is fully terminating their partnership with Phreesia & will not be keeping any products.
This should be completed IMMEDIATELY upon knowledge/notification of termination
What does the "PCI" stand for in PCI Compliance
Payment Card Industry
The ________ is a fax number that is provisioned for our clients that is tied into the faxed referral processing workflow that exists today. Any faxes sent to this number will be converted to an appointment request.
Phreesia Fax Line
(Now generally available!)
Client adds a new location and wants to use the same MID as their other live location. Do you need to complete MID Testing for this location?
Yes. MID Testing must be completed for each location (not only each MID).
What report can identify which unmapped insurance aliases are leading to reimbursement delays?
E&B Errors Report
What do you need to add to Multi-SKU Provider Opportunities before submitting for approval?
All contracted SKUs that also require a provider # change
What documentation was recently re-vamped to help steer a client through a DPE-related escalation?
DPE Escalation Playbook
A patient responds STOP to a pre-visit text message. 1 day later a staff member sends the patient a patient chat message.
Is this text message delivered?
Yes. The patient only unsubscribed for Mobile Registration text messages. The are still subscribed for Patient Chat messages.
If pre-visit communication settings are changed, what do you need to do to ensure the change is live?
Mobile Communication Reset
Patient Communications > Mobile Communication Reset
If a client wants to view how many text messages were delivered compared to emails for Payment Assurance, where do they go?
Communication Performance Report
What field needs to updated on an opportunity to trigger quote creation?
"Deal Ownership field
(must be updated to ""Quote Owner - Create Quote"")"
What type of change order should be sent to clients for Multi-SKU opportunities (unless in active negotiations with the client)?
Change Order Notification
A client goes live with Payment Assurance. You add the Communication Consent to all workflows to ensure patients can receive PA communications via Text.
However, no text messages send. What could the issue be?
Texting is not enabled
OR
Communication Consent Text feature is not enabled
Both in Admin Pages > Patient Communications > General Settings.
Where in admin pages are we able to allow for patients to reauthenticate their session from where they left off?
Intake Config-> Configuration-> Workflow Management-> Mobile Resume
How do you add a $ value to a health campaign for value reporting?
In Patient Outreach Manager - in the Campaign set up.