Step 4: Build "Accounts" by Associating Contacts & Facilities

Associations become very important as you build relationships with your accounts. Once you've spent time building out your Book of Business, take some time to build out your accounts by:

• associating contacts to contacts, example an RN to a provider
• contacts to facilities, example case managers, RN's, and physicians to a hospital, or clinic

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.
The follow videos will take you through the process of association.

Associations on Web

Associations on Mobile