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ACTIVE, PROSPECT, QUALIFICATION PROCESS
WHAT IS STATUS OF ACCOUNT
PARTNER REWARDS PROGRAM BASED ON REFERRAL ACTIVITY AND SOCS
WHAT IS THE STAR PROGRAM
WHAT IS A TASK
USED TO ASK A QUICK QUESTION, NON-ACTIONABLE COMMUNICATION
WHAT IS CHATTER
THIS WILL SHOW YOU THE REPORT CRITERIA (GUTS)
WHAT IS THE FILTER BUTTON
BUSINESS MODEL WHERE WE WORK ON BEHALF OF THE PROVIDER
SUBMITTING A RATE ANALYSIS TO BE APPROVED
WHAT IS FIRST APPROVAL
THE 10TH OF THE MONTH
WHAT IS WHEN FIRST APPROVALS ARE DUE
SECTION OF CLIENT ACCOUNT THAT CONTAINS VERIFICATION INFORMATION
WHAT IS THE VERIFICATION TAB
REFERRAL IN THE B2C ADMIN PIPELINE
WHAT IS A CONVERSION
BUSINESS MODEL WHERE WE COORDINATE THE HOMECARE
WHAT IS PA
A PLACE IN THE OPPTY WHERE AMs CAN MAKE NOTES ON SOCS
WHAT IS THE SPECIAL NOTES SECTION
SECTION OF PROVIDER ACCOUNT THAT LISTS SOCS IN LAST 12 MONTHS AND CURRENT OPPTY
WHAT IS THE REVENUE TAB
A CALL OUT/CALL REC'D THAT UPDATES THE ACCOUNT PAGE
ON CLIENT ACCOUNT PAGE, WHERE YOU MIGHT FIND ASSISTANCE NEEDED NOTES
WHAT ARE RAPPORT NOTES
SALESFORCE OBJECT WITH TILES, FILTERS, REPORTS THAT HELPS ORGANIZE OUR DAY
WHAT IS THE DASHBOARD
ANY ADJUSTMENT IN THE TERMS OF A PROVIDE CONTRACT
WHAT IS AN ADDENDUM
ANY ACTIVITY THAT UPDATES THE ACCOUNT PAGE
WHAT IS LAST ACTIVITY
THE 10TH OF THE MONTH
WHAT IS WHEN CARE NEEDS TO START
REFERRAL IN THE INTAKE PIPELINE
WHAT IS A LEAD/REFERRAL
RATE ANALYSIS, ACCOUNT, OPPORTUNITY
WHAT ARE OBJECTS
AFTER THE RA, SUBMITTING A SIGNED CONTRACT FOR WORKFLOW
SECOND APPROVAL (20TH)
WHAT IS ACCOUNT TYPE
REFERRAL IN THE QUALITY SCREENER PIPELINE
WHAT IS A LEAD/REFERRAL
HOW WE DO WHAT WE DO
WHAT IS THROUGH OUR PARTNER PROVIDERS WE HELP VETERANS AND S/S GET HOMECARE