Your First Month on Trella Health Edge – Edge

Your first month on Trella Health Edge is an important one. Going from 0 to 60 in one week is not expected.

This guide is designed to help you build a solid foundation by building your knowledge of the Trella Health Edge application gradually.

Reaching these milestones in a timely manner will ensure your success with the Trella Health Edge application, and maximize the value it brings to your daily routine.

Timeframe	Goals
Post training day 1 through End of week	Add 8-10 Contacts to your Book of Business (BoB) Identify 8-10 providers/facilities currently sending you orders, add to BoB Get into the habit of rating contacts & facilities (A-D) Complete the Marketer Quick Start Guide
Week 1	Add 25 Contacts to BoB & recurring events Use Market Insight to establish new accounts/contacts for business growth-add them to your BoB by “Add as Contact” Use the Activities tab to schedule all daily account activities Establish call frequency for accounts based on rating Create recurring activities, Events and/or To Do’s Complete and add notes to scheduled Events & To Do’s
Week 2	Add 10 “Accounts” Associate providers, facilities, and referral sources Manually create referral source contacts & associate to contacts Build Accounts/Associations Create recurring activities, Events and/or To Do’s Complete and add notes to scheduled Events & To Do’s
Week 3	Add 15-20 Contacts to your BoB Use Market Insight to establish new accounts/providers sending orders Establish call frequency for accounts based on rating Create recurring activities, Events and/or To Do’s Complete and add notes to scheduled Events & To Do’s Learn how to Merge duplicates in your account
Week 4	Book of Business complete Run Reports Reporting in Trella Health Edge
Ongoing	*Add Contact Details & Custom Info (i.e. email, office hours, birthday, etc.)* Complete and add notes to activities, Events & To Do’s Account Maintenance (i.e. merge duplicates)

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