GR-001Sales & Marketing

Growth, Referral & Patient Journey

Recommended pathTo be confirmed with PRN
Capability status
To be confirmed with PRN
Transformation phase
To be confirmed with PRN
Effort
To be confirmed with PRN

Current State / What We Learned

Observed today, as captured in the corrected assessment.

SME TO COMPLETE / VALIDATE

Desired Future State

The target way of working PRN and Raintree are aiming for.

SME TO COMPLETE / VALIDATE

Requirement / Gap

SME TO COMPLETE / VALIDATE

Raintree Recommended Path

The new lead to patient conversion report in BI allows users to look at all leads by lead creation date and can be view by Location category/Region.

Dependencies / Considerations

SME TO COMPLETE / VALIDATE

Outstanding Questions / Decisions

issues with pulling lead start date, unable to pull by region only by clinic, unable to look at referrals as a whole. BI Lead to Patient conversion report provides a look at all leads that are converted and can be viewed by Region.

Evidence

Placeholder remains in source assessment

Source

Detailed Transformation Assessment (Corrected)