Creating a New Contact or Facility (Web)

If a contact or facility does not exist on the Accounts or Market Insight pages to be assigned to a Book of Business, it can be manually added on the web or on the mobile app. You have the ability to add a contact or facility from your Book of Business, or from the Accounts page.  Below are instructions for adding a new contact or facility from either page in the Trella Health Edge web application.

Best Practice: It is suggested that users search for the contact or facility prior to creating a new record from scratch to help reduce the possibility of creating duplicate records.

To create a new contact or facility on the web from your Book of Business, follow these steps:

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  • In the navigation menu on the left, click on Book of Business.

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  • At the top left of the Book of Business listings, click either the + Add Contact or + Add Facility button to create a new record.

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  • The Contacts or Facilities page will display, allowing you to enter all of the appropriate information for the new contact or facility. Add as much information as you can, including custom field information that you may know surrounding this account.

Using Google is a great way to accurately add information like NPI numbers, address, and phone numbers.  

Note: Required fields have a black bar along the left edge of the text field, as illustrated above.

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  • Once all appropriate details have been added, click the Save button at the bottom of the record to add this new contact or facility. After saving, you'll be taken to the Contact or Facility details.

Simply repeat the steps above to add any additional contacts or facilities.

To create a new contact or facility on the web from your Accounts page, follow these steps:

• In the navigation menu on the left, click on Accounts

• At the top right of the Accounts page, click either the + Add Contact or + Add Facility button to create a new record.

• The Contacts or Facilities page will display, allowing you to enter all of the appropriate information for the new contact or facility. Add as much information as you can, including custom field information that you may know surrounding this account. 

Using Google is a great way to accurately add information like NPI numbers, address, and phone numbers.  

Note: Required fields have a black bar along the left edge of the text field, as illustrated above.

• Once all appropriate details have been added, click the Save button at the bottom of the record to add this new contact or facility. After saving, you'll be taken to the Contact or Facility details.

Simply repeat the steps above to add any additional contacts or facilities.