Onboarding Tips
PYX IQ
NON-APP
Goals
100

If the user has forgotten their password

What is I don't remember my password option



100

If you can not located a member by their phone number, what other options can you use to search for a member? 

What is a phone number or what is a DOB

100

“Because this originally is an app based program we will need to create a ___________ to register you. It can be any unique name with at least six characters"

What is a username?

100

The number 95 is ?

What is call volume goal

200
  • Minimum of 3 characters and a max of 70
  • Can be alpha-numeric
  • Can contain the symbols and/or special characters.
  • NO Spaces before, in-between, or after the username
  • Can be already taken by another user 


What is a username

200

Under _____ profile you can located an OTP CODE? 

What is a pending registration

200

• Pyx Health is not a registered health care provider and does not provide medical, behavioral health or emergency services;

 • If you are experiencing an emergency or having suicidal thoughts, please call 911 immediately; and

 • By enrolling, you consent to receive automated texts and calls, as well as artificial/prerecorded calls, and non-encrypted communications.

What is Terms & Conditions

200

The goal is to _______ members in Pyx Health App?

What is enroll? 

300

Wrong Health Plan ID Entered or Missing from enrolled profile 

What is a Migration Ticket ?

300

Under _____ you can find previous TASK, NOTIFICATION,  SCREENINGS, AND UCLA. 

What is history

300

“As we wrap things up, lastly I wanted to check if you have any food, housing or other type of needs we can communicate to the Health Plan.”

What is SDOH Needs

300

On every call you should be _____ with members? 

What is building a connection

400
  • Should contain a minimum of 6 characters and can have a a max of 100 characters
  • Can be alpha-numeric
  • Avoid  spaces before, in-between, or after

What is a password

400

All these  :Member Name: Username: Phone Number: Date of Birth: HPID: Network to Migrate to are part of ?

What is a completed Migration Ticket

400

The Member shows interest in what Pyx can provide but they do not have a smart device (smartphone, tablet, etc.) or cannot use one.

What is a non-app ? or What is a companion ?

400

Each plan has their own _____?

What is strength goal  ?


500
  • For a 'PendingRegistration' with the Phone Number the Member is verbally saying they used - if NO 'PendingRegistration' skip to the next bullet
  • Look for a 'PendingRegistration' for the Phone Number that may closely resemble the number the Member indicated that they used. Verify that the Member did not accidentally mis-typed their number incorrectly, if so have them follow the steps below.

What is an OTP CODE?

500

If a member declines the app, or request not to be contacted you should? 

Hint: Turns profile RED 

What is declined under member profile

500

What document is used for NON-APP? 

What is Non-App Enrollment Process Desktop Guide?

500

Each plan has their own _____?

What is regular goal