Healthcare
Name three healthcare segments we call on?
What are Integrated Delivery Networks, Academic Medical Centers, Children's Hospitals, Standalone hospitals, Physicians practices, Critical Access and Health Plans?
Name a department you will often find on a university website.
What are Systems, Payables, Donations & Giving, Research, Non-Student Receivables, Bursar, Study Abroad and Student Billing/Payments
Name 3 types of nonprofits we will often call on
What are Foundations, Associations, Cultural Institutions, K-12 schools, Healthcare, NGO's, Political organizations affiliated with healthcare/higher ed, Religious Institutions, Social Services and Unions.
What are the three pillars of communication?
What are Content, Tonality, Body Language?
What is the customer service team's mission?
Who is to deliver a world-class client experience?
What is a provider?
What a clinician performing medical services?
What is a Bursar department responsible for?
What is student financial services?
How many years has J.P. Morgan supported the nonprofit industry?
What is 150+ years?
How many seconds do you have to make a first impression?
What is 90 seconds?
Name 3 resources we have available to support our specialized industry knowledge (internal and external)
What are our Treasury Consulting Team, Council, External Resources (HMA, Moody's, Advisory Board), Conferences and clients
What are the two financial systems every healthcare organization has?
What is an Enterprise Resource Planning (ERP) and Patient Accounting System (PAS)?
Can you engage in a Business Process Review for a public higher education entity?
What is no?
Per our Code of Conduct, public higher education and healthcare institutions (public entities) should be treated like government clients and prospects with respect to our Business Process Review program. All interactions between the firm and U.S. federal, state, or local governments are governed by numerous laws and regulations and can raise unique risks.
What are the three factors that often shape the nonprofit landscape?
What are political, economic and social factors.
What is our biggest opportunity as well as our biggest challenge when closing the gap to a sale?
What is change?
What are 2 of the 5 performance metrics our team has?
What are new relationships, closed deal revenue, TS acquired sales, TS Fee Revenue Growth and Total Deposit Growth?
What is submitted from a provider to a payer that represents a group of services billed for a specific patient?
What is a Claim or 837 file?
What is a large disrupter impacting the higher education business model right now?
What is technology?
Name 2 of the 4 nonprofit treasury themes in 2025.
What are:
- Focus on Fraud and resilience
- Data and systems modernization
- Realizing the value in faster payments
- Skills Readiness
When viewing a presentation, what will people spend 70% of their time absorbing on the slide?
What is the headline?
What are the two different service teams we have within our Service Model?
What are Coverage and Dedicated?
What is produced by a health plan and sent to providers with details about the amount billed, amount being paid by the health plan and any explanation of discrepancies between billed and paid amounts?
What is an EOB or 835 file?
What functionality do 93% of higher education institutions plan to expand usage of in the next two years?
What is AI?
Name one challenge nonprofits are currently having to navigate?
What are uncertainty in federal funding, diversify revenue streams, and enhancing compliance / efficiency?
What is a successful method we can use to help a client visualize the solutions and strategies we are proposing to them?
What is to tell a story?
What is the name of the team available to support new or existing clients with complex technical or longer project needs during implementation?
What is the Enhanced Early Engagement team?