Accounts Page Overview

Welcome to the Trella Health Edge Accounts Page!

The Accounts page is a birds-eye view of all the "accounts" you are personally doing business with, or accounts that are doing business with your organization that reside in your specific territory.

The video below has been created to give you a high-level overview of the functionality available on the Accounts page, the following documentation will walk you through the same information. 

Information surrounding your accounts, available at a glance:

• Name
• Address
• Type
• Specialty
• Rating
• Orders (volume)
• Last Activity
• Next Activity
• Owners
• Source

Before going into functionality specifics surrounding the "Accounts" page let me explain what an "Account" is:

• Accounts include both Contacts (referral source or physician) & Facilities
• Accounts are sourced from "Market Insight" or integration with your organization's electronic health record database
• Accounts can also be manually created by you

Initially, the majority of the accounts that you see on this page are sending you orders (integrated clients only) and most likely reside in your defined territory. However, as your Book of Business grows, so will the number of accounts on this page.

Note: You may also see accounts on this page that belong to, or are "owned" by, a member of your team.  They show up on your accounts page because they are in your defined territory. You also may share ownership of an account with another person in your organization.

Functionality available on the Account Page:

• Sort Account Types
• Advanced Filters
• Manage Accounts (Assign or Remove to Book of Business)
• Manually Add a Contact or Facility
• Global Search

Sort and Filter Accounts

The accounts page was designed to assist you with strategic planning.  By giving you the ability to sort and filter and on account specifics, you can obtain a clear visual surrounding the health of your business by using the Advanced Filter option.

Manage Accounts - Assign/Remove/Merge Accounts from Book of Business

Managing accounts by assigning and removing "ownership" may also be accomplished from the accounts page.

Manually Add a Contact or Facility 

At times you will need to manually add an account. The accounts page gives you the functionality to manually add a contact or facility.  Manually creating a contact or facility from the accounts page will automatically add the account to your Book of Business as well.  Accounts in your Book of Business will display on the accounts page, your name will be in the "Owners" column.

Note: Always make sure you do a Global Search for the contact or facility you wish to add prior to manual creation. Searching prior to manual creation of an account will help you avoid creating duplicates in your Trella Health Edge account.  Although duplicates can be merged, its best to avoid creating them in the first place to maintain seamless workflow.