GR-002Sales & Marketing

Non Converted records by Clinic

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

SME TO COMPLETE / VALIDATE

Dependencies / Considerations

To be confirmed with PRN

Outstanding Questions / Decisions

indhu confirms we can do this, and we will show this later in meeting, pain point with lead start date does not include fin class, referral source or a clinic code. so if jacob tries to pull lead start date for a state, the lead conversion report under connect, jacob would like to add fields to that report to pull all the data at once bc the current report doesn't give him a full picture of what he needs . Jacob is pulling from RT not BI.

Evidence

Evidence for this opportunity is still to be confirmed.

Source

Detailed Transformation Assessment (Corrected)