Why are Quarterly Goals important?

1. As you know, Consistency Compounds and Persistency Prevails/Pays Off.
2. We also know that we are 40% more likely to achieve a goal simply by naming the goal and having a clear plan of action to reach the outcome.
3. To be promoted, we must level-up our our performance and stretch ourselves to reach the expectations of the next role

So much of what our Company does revolves around our Sales Team, Data Integrity being one of those things. Our internal partners, such as case managers (virtual and in-person), aftercare discharge planning, referral out, etc., rely on our data to be accurate for all Partner Accounts listed in Salesforce. Accurate information ensures a smooth transition for our patients to community partners and boosts their chances of success in recovery. Inaccurate information can easily cause frustrations and delays in vital services needed by patients.

Therefore, all Sales Team members are responsible for keeping all Partner Account information in Salesforce complete and accurate. Data integrity is a monthly metric tied to your performance so let's review the details below so we can get it right every time. 
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PARTNER ACCOUNTS

2024 Q1 (scroll down for Q2 & beyond)

​What Partner Accounts are we looking at when assessing your Data Integrity score?

We are looking at the Partner Accounts where you are listed as:

• Account Owner
  • Pipeline Stage: Active & Development

MONTHLY REQUIRED FIELDS (must be filled out for the account to be considered complete for data integrity) 

• Account Name
• Type
• Who They Treat
• What They Treat
• Level of Care (LOC)
• Payment Accepted (if INN is accepted, must have INN Contracts listed)
• Billing Address (Street, City, State, Zip) 
• Potential to Refer Annually 

EXCEPTIONS

1. If type = Hospital, Academic/School, Interventionist, Monitoring Program, Other, or Employer/EAP/Union, Attorney/Judge/Probation/Legal Support, Sober Living, LOC IS NOT REQUIRED.
2. If type = Academic/School, Interventionist, Monitoring Program, Other, or Employer/EAP/Union, Attorney/Judge/Probation/Legal Support, PAYMENT OFFERED IS NOT REQUIRED.
3. If the physical location is closed and only offering Telehealth services, complete the fields as follows:  
   1. ​Street address: "no physical location" 
   2. City: must be correct
   3. State: must be correct
   4. Zip code: must be correct​

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2024 Q2 & Beyond

The items noted in blue are additional items as of Q2 & beyond. 

What Partner Accounts are we looking at when assessing your Data Integrity score?

We are looking at the Partner Accounts where you are listed as:

• Account Owner
  • Pipeline Stage: Active & Development
• Account Scout (formerly Account Prospector)
  • Pipeline Stage: Active

MONTHLY REQUIRED FIELDS (must be filled out for the account to be considered complete for Data Integrity & accounts for 75% of your Data Integrity score) 

• Account Name
• Type
• Who They Treat
• What They Treat
• Level of Care (LOC)
• Payment Accepted (if INN is accepted, must have INN Contracts listed)
• Billing Address (Street, City, State, Zip) 
• Potential to Refer Annually 
• Referral Out Contact 
• Referral Out Contact Phone #
  • ​Ref Contact Name & Phone # not required for Account Types: 
    • ​Academic/Schools
    • Employer/EAP/Union
    • Fire Service
    • First Responder
    • Hospitals
    • IAFF (International Association of Firefighters
    • Insurance
    • Law Enforcement
    • Media
    • Military Base
    • Monitoring Programs
    • Other
    • Urgent Care
    • 215 Broker
• Employer Insurance (only required on Account Types: Hospital & Employer/EAP/Union). 

QUARTERLY REQUIRED FIELDS (must be filled out for the account to be considered complete for Data Integrity & accounts for 25% of your Data Integrity score) 

• Check the "Data Integrity Reviewed" box on each account profile page (by the end of the quarter) which signifies you've reviewed all items on the account and you attest to all information being accurate. 

WEIGHTED SCORING

• Your quarterly Data Integrity score will be comprised of:
  • Monthly averages (3 months) of completing all required fields (75%)
  • Checking the "Data Integrity Reviewed Box" on each account profile page (25%) by the end of each quarter, confirming you have reviewed all required fields on the account and these are accurate.  
    • This box is located in Salesforce on every Partner Account page, in the section titled Additional Information below the Parent Account field.

EXCEPTIONS

1. If type = Hospital, Academic/School, Interventionist, Monitoring Program, Other, or Employer/EAP/Union, Attorney/Judge/Probation/Legal Support, Sober Living, LOC IS NOT REQUIRED.
2. If type = Academic/School, Interventionist, Monitoring Program, Other, or Employer/EAP/Union, Attorney/Judge/Probation/Legal Support, SELECT NOT APPLICABLE. 
3. If the physical location is closed and only offering TeleHealth services, complete the fields as follows:  
   1. ​Street address: "no physical location" 
   2. City: must be correct
   3. State: must be correct
   4. Zip code: must be correct

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IAFF COE ACCOUNTS

All accounts that have been updated in the half will be assessed for data integrity. We will only pull accounts that begin with "L", eliminating any organization that is not a local firehouse. 

COE REQUIRED FIELDS (must be filled out for the account to be considered complete for data integrity) 

• Account Name
• Employer Insurance
• Exact Number
• Billing Street
• Billing City
• Billing State
• Billing Zip/Postal Code

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