Product Feature Guides

FAQs

• Market Data and CRM FAQs
• Troubleshooting: Market Insight Not Loading
• Market Data Reporting Periods

User Settings

• How to Change Your Password on Web
• How to Change Your Password - Mobile iOS/Android

Mobile App - iOS & Android

• Current Mobile App Versions & Requirements
• Auto-Generated Mobile Activities
• Adding Associations on Mobile
• Resetting the Trella Health Mobile App
• Turning on Auto-Update for the Trella Health Edge mobile app (Android)
• Turning on Auto-Update for the Trella Health Edge mobile app (iOS)

See all 10 articles

Support Resources

• Contacting Trella Health Support
• Supported Browsers

System Administration

• Initial Edge Configuration & Set Up
• Adding Activity Types
• Adding a User
• Assigning User Territories
• Deactivating a User
• Trella Health Edge Merge Functionality

See all 7 articles

Market Data

• Market Insights Overview
• Market Insight concepts and terms for HME & Infusion
• Interpreting Decile Rankings
• Filtering Market Data by State

Accounts

• Accounts Page Overview
• Manage your Book of Business (BoB)
• Quick Filters
• Advanced Filters

Book of Business: Contacts & Facilities

• Associating Contacts and Facilities
• Creating a New Contact or Facility (Web)
• Creating a New Contact or Facility (Mobile)
• Book of Business - Manager View

Activities

• New Calendar View in the Activity Module
• Editing an Activity Series
• Editing a Single Activity
• Create An Activity - Mobile
• Add An Activity To Your Calendar - Video

Dashboards

• Dashboards Overview
• Filtering Dashboards

Reports

• Reporting in Trella Health Edge
• Adding Users to the Reporting Structure

Team

• Teams Overview
• Team Members
• All Orders
• Team Notes

Patients

• My Orders