Activities play an important role in building your business
Activities serve several purposes. Besides acting as a calendar of events to keep you organized and focused, activities can also help you get credit for the work you are putting in to your referral sources, and provide information that can be used to measure the value a referral source. Return on Investment (ROI) is measured by reviewing the effort you put into referral sources compared to the number and type of referrals received. Documenting activities properly and timely ensures more concise information, and helps you value providers accurately.
Trella Health Edge has designed Activities to conform to your natural workflow. Activities can be created in either the web application or mobile app ensuring you can add, edit, document, & complete activities anytime, anywhere quickly and easily.
On your Mobile phone, you can easily add an Activity from the Activity tab using the + sign in the upper right corner of your screen. If your already on the Contact, use the ellipses button (three dots), upper right corner to add an Activity.
On the Web application, you can create an activity from:
- The Activity module
- The Book of Business
- The Contact or Facility
Simply use the Add Activity button found through-out the application. 
Types of Activities
Events -
Events are scheduled Activity types that have a specific date, start and end time. These can be single events or recurring events.
Activity types are client defined
ToDo's
A ToDo’s can be thought of as a "task". Activities you want to complete, activities on your "to do list". Example, you need to follow up with a practice to review documentation requirements for orders. It needs to be done this week, by Friday.
- Trella Health CRM allows you to schedule a To Do with an activity name, and activity type but does not require a due date or a due time.
- You may add a Due time if you want to complete a To Do by a certain day and time.
- A Due date or Time is not Required for a To Do
A quick snapshot of your activities is available on the home page when you log in.
Whether your on your mobile phone or on the Web application, your activities are available to view in the activities tab.
- Overdue activities display with a red time giving you a quick heads up you may be late.
- Completed activities have a Green completed data/time stamp.
Important Note: Whether you are on the Web or mobile app
Always use the Contact and Facility fields when adding a contact or facility to an Activity. This ensures the activity is linked to the Contact and/or Facility correctly.
Click into the Contact, Facility, or User field
Documentation made easy with our Add Note functionality
You can add notes with ease using your phone or while logged into the Web application.
It doesn't matter where you are in your workflow, Trella Health Edge was built to support documentation. You may add notes to an Activity at the time of creation or completion. Add notes from a Contact/Facility in your Book of Business, or from the BLUE contact or facility links you see throughout the Trella Health Edge application.
Note: Contacts and Facilities are always represented with a BLUE link, simply click on the contact or facility you want to add a note to and document your visit.
From the Web application- simply click Add Note
From your mobile application - use the ellipsis (three dots), upper right corner on the Activity or the Contact/Facility to Add Note.
Knowledge is the key to success. Make your documentation worth reading!
Additional documentation available:
Schedule Activities From Your Book of Business
Add An Activity To Your Calendar
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