Communications Flashcards
What is the difference between a Scheduled Message and a Triggered Message? (Explain and provide an example)
Scheduled Message: When a date is coming up for an expirable. Ex: License is expiring.
Triggered Message: When a change was made in regards to a Provider. Example: Status change.
What merge setting saves a copy of a letter sent to a Provider?
Attach to log. (A physical copy)
If setting up a Triggered Message forgo an expiring State License, what should the ‘Object Type’ be?
Credential.
Unlike Demographic Letters, Reference Letters can use a mixture of both ______ merge fields, as well as ______ merge fields.
Demographic, Reference.
Where can a list of a Provider’s Demographic merge fields be found?
Setup > Files > Demographic Merge Fields.
If not using DocuSign or AdobeSign, what would be the best way to collect signed MD-App Documents from the Provider?
The Provider would have it printed out, signed, scanned, and then uploaded to the Files section of their MD-App application.
What type of letter could be merged to notify a Provider (or group of Providers) that their Medical History items are expiring?
Merge/Pronto > Medical History Expiring.
True or False: When performing a PDF Merge an available export option/send method is ‘Email’. (Explain)
False, it is just called ‘Merge’.
What do MD-App Contact Merge Fields pull? (Explain)
This page allows you to enter the contact information of the credentialing staff that is responsible for managing provider applications. This information can then be added to the applicable MD-App contact information and email templates with a merge field.
True or False: A ‘Merge Package’ is a feature that allows a MD-Staff User to ‘Bundle’ Message Templates, Prontos, and Reference Merge Letters to be sent to a Provider’s reference. (Explain)
False, the ‘Bundle’ is being sent to the Provider.
When creating an Expiring Letter in Microsoft Word, it uses a combination of Merge Fields entered into ______ ______ (2 words) to outline what records are expiring for each Provider, excluding non-expiring items.
Merge Regions.
True or False: ‘Pronto Update’ is a feature that allows you to gather votes when updating Leadership or bylaws. (Explain)
False, it’s Pronto Survey.
What is a Pronto Survey?
A questionnaire used for Medical Staff to anonymously vote on bylaws.
A Scheduled Message can be setup to gather an updated Malpractice Insurance information from a provider, but first you must add a ________ template.
ProntoUpdate.Insurance
While both are technically used for State Mandated Applications, what are the TWO main differences between a Template Document Map and a Signable Merge Template?
Template Document Map: A PDF template that merges on
import of the MD-App application and uploads the merged copy, to the provider’s ‘Files’ tab.
Signable Merge Template: State Mandated Applications that are signed within MD-App using AdobeSign/DocuSign.
