Overview

 The Analyze Page for each facility has a section of provider information. This panel can be expanded to reveal more details and to facilitate editing the content. Click on the expand icon  to expand the panel.

This will open the full provider information panel.

The provider information panel contains basic information about the selected facility; name, sub-specialty, NPI, phone number and address. Many of these entries can be edited. (See "Editing Provider Information" below)

Usage

Once the provider information is open, you have three tools available to you.

Favorite/Target - you can toggle the favorite or target setting for the selected provider on or off as needed.

The "+" allows you to assign one of your employees to this account.

Clicking the grey pencil icon  or "edit" will allow you to edit the provider information. (see below)

Adding crucial information in the "Internal Note" will make comments or instructions available to all  users in your company.

The Add Staff button allows you to add information about specific people connected to the selected facility. (see below)

Any changes or additions you make to the content of this section will be visible to all Trella Health users from your company.

Editing Provider Information

When you click on the pencil icon;  you will be able to edit the fields in the selected facility's record.

All fields in grey boxes can be edited.

Alias - Some facilities are known by names other than the one that shows up from the NPI registry. To make these facilities easy for your team to find, you can choose an alternative name that is more familiar. When you search for facilities in any table, you can search for the alias to find the facility.

If you want to keep track of a group of facilities, as those in a network, you could assign a similar identifier to each and a search will be a filter that limits the table to your facilities named with your alias.

Adding Staff

Every facility has the gatekeepers and decision makers who you will want to track, and introduce to the rest of your team. The Key Staff section of the provider information allows you to keep a list of contacts for the selected provider.

All fields in this dialog box can be edited. NPI Search - If the person you want to add has an NPI, you can add it in this field and the rest of the fields will populate from the database. Name, Title, Specialty, Address, Phone - Fill in as needed. Notes - These notes will only show up if you open up the added person's notes and edit them. Cancel will close the dialog box without saving any changes you have made. Save will save  your changes (see image below.)

Any people you add or notes you include will be available to everyone who uses Marketscape at your company.

Editing Existing Staff

Click on the pencil to the left of the name to see the notes for this staff person or to make changes.

Click on the "X" to remove this staff person from the list.