Prialto Weekly Member Report (WMR)

This WMR provides the team with valuable information to deliver great member service. All questions relate to you and any teammates who worked on your member during the past week

THE BASICS

Member Email

Needs to match Prialto's salesforce and be for a current, primary member.

How many hours were worked for your member?

Hours should match Time Doctor

If you are a backup for this unit, please put your name here

PROCESSES, UTILIZATION, AND ENGAGEMENT

When did you last make updates to your member's Member Manual?

Did you speak live with your member this week? (on phone or video)

NoYes

Please provide context as to why you didn't speak live with your member this week

If you were significantly above or below utilization, please detail this (Please also detail any custom/one-off processes you've worked on this week)

Please list any notable positive or negative experiences this week

CONTINUOUS IMPROVEMENT

What feedback did you receive from your member this week?

How can management help you amplify your member?

If you have suggestions to improve this form or a Prialto process, email suggestions@prialto.com

Contact Information

Scheduling	CRM Management
Travel	Expenses
Prospect Research	Outreach
Other - Custom Process