Associating Contacts and Facilities

Associations becomes very important as you build relationships with your accounts. 

Once you've spent time building out your Book of Business, take some time to associate contacts to contacts, example RN to provider, and contacts to facilities, example case managers, RN's, physicians to a hospital, as appropriate.

Associating contacts appropriately will help you stay organized and on top of your game. Being able to view all associations on an account will help you ascertain exactly who you need to schedule an activity with, as you build out these very important relationships. 

You have the capability with Trella Health Edge to Associate contacts to contacts, or contacts to facilities on the web application or on the mobile app. The following videos will walk your through the process on each platform. 

Associations on Web

Associations on Mobile