Step 3: Build Your Book of Business from Market Insight

In this video, we will be reviewing how to import Contacts from Market Insight. 

Market Insight is a subscription based service, so the tab may or may not appear in your Trella Health account. If the tab appears, but data does not populate, your administrator may need to provision a market data territory to your user account.  Please have them reach out to Trella Health Support if they need assistance. 

The market data page defaults to the highest volume providers for the Dataset selected, this is indicated by Order Rank and Diagnosis Rank.

Payer Mix data will be available if purchased by your organization.

You can not perform the initial search for providers in market data on your phone.  This is web based functionality only.  However, once a provider has been added to your BoB from the market data, market data for that provider will be available on your phone under the Market Data tab located on the providers details page. 

Functionality Options:
-Show and hide Columns
-Filter on providers in or out of your Book of Business-BoB
-Select all or Select none
-Assign to your Book of Business
-From Map- (shifts the data table to what's being displayed on the map)

All available columns are filterable so you can easily focus on what's important to you and your organization. You can choose to save filtered data for future use by clicking the Save...button.  The saved filter will be available for the dataset chosen for future use.  You may Delete filters

To view Referral Share information of a potential referral source,  simply click the provider you wish to research.  You'll be presented with a list of this provider currently refers orders to.  You are able to view additional information by clicking on the Organizations in the list if they are located in your vicinity.   

When you've found a promising referral source, click the Add As Contact button to add them to your Book of Business.

While this video illustrates how to import providers from Market Insight, additional training is available. Check out What makes a high-quality provider & why and Prospecting with Market Data for more strategies!