With Trella Health Edge, you can organize your accounts by associating your referral source contacts to the appropriate contacts and facilities helping you stay organized and on top of your game.
The ability to associate contacts to contacts, giving you the ability to connect case managers, and medical assistants to the ordering physicians.
From the a Contact
-Tap the Associations tab
-Click on Contact
-A list of Contacts from your Book of Business will display
-Use the filter to find and select the Contact you wish to associate to this Contact
You can associate a Facility in the same manner.