JUSTASKBRET STARTER KNOWLEDGE BLUEPRINT Use this file as your starter content. Edit it with your own real-world experience. 1. FIRST PULMONARY OFFICE VISIT Goal: Build trust, learn the referral process, and identify who handles sleep/DME referrals. Opening: Hi, I'm Bret. I work with practices that have patients needing sleep testing, CPAP/BiPAP support, oxygen, or respiratory-related services. I wanted to introduce myself and learn how your office currently handles those referrals so I can be a useful resource. Questions: - Who usually handles sleep or DME referrals here? - What is your current process when a patient needs testing or equipment? - Are there any parts of the process that create delays for patients? - What do you like about your current providers? - What could be better? Avoid: - Product dumping - Asking for referrals too early - Talking more than listening - Bad-mouthing competitors Top Rep Tip: The first visit is for learning the office, not trying to close the office. 2. HOME SLEEP TEST REP TALK TRACK Simple explanation: A home sleep test gives appropriate patients a more convenient way to be tested for possible sleep apnea from home rather than requiring an overnight in-lab study. Physician angle: Focus on patient access, completion, workflow, turnaround time, and appropriate patient selection. Referral coordinator angle: Focus on easy referral process, fewer patient delays, and clear communication. Questions: - Do patients ever delay or avoid in-lab sleep studies? - What happens when patients do not complete testing? - How easy is your current referral process? 3. CPAP VS BIPAP SIMPLE EXPLANATION CPAP provides one continuous pressure to help keep the airway open. BiPAP provides two pressure levels: a higher pressure when breathing in and a lower pressure when breathing out. Simple office explanation: CPAP is one steady pressure. BiPAP gives different pressure support for inhaling and exhaling, which can be helpful for certain patients when ordered appropriately by the provider. Safety note: Always follow clinician orders and company-approved guidance. Do not diagnose or recommend therapy outside your role. 4. COMMON OBJECTIONS Objection: We already have a provider. Response: That makes sense. Most offices do. I'm not here to disrupt what is working. I wanted to learn your process and see if there are any gaps where we could be a backup resource. Objection: We don't have time. Response: I understand. I can be brief. Who would be the best person to leave information with so I can follow up at a better time? Objection: Send me information. Response: Absolutely. I can send something concise. What would be most useful: referral process, product overview, or contact information for support? 5. LUNCH AND LEARN OUTLINE Topic: CPAP vs BiPAP Length: 15 minutes Agenda: - Quick introduction - Simple explanation - When offices commonly see these patients - Referral workflow - Common patient barriers - Questions Opening: Today I want to keep this practical and focused on what your office sees day to day. Close: If there is ever a patient situation where you need help understanding the process or next step, we would be happy to be a resource.