Access · Stage 2
Lock in the next visit before you leave
Busy practices where access is hard to get.
- Ask for the best and worst days
- Propose a specific date
- Confirm by text or email same day
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Field Best Practices
What's working for the team
Account planning · Stage 2
Map APPs to physicians early
Multi-physician practices with floating APPs.
- List every APP
- Note which physicians they support
- Plan an APP-specific touchpoint
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Program setup · Stage 4
Introduce prior auth in person
First account launch.
- Schedule a short office meeting
- Introduce the team and process
- Leave a one-page contact sheet
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