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  1. Edge
  2. Getting Started with Trella Health Edge

Getting Started with Trella Health Edge

Introduction

  • Why Trella Health Edge?
  • Welcome to the world of Post-Acute Care!
  • Your Edge Account: Get Connected

New User Webinars

  • On-Demand Recordings

Marketer Quick Start Guide

  • Step 1: Trella Health Edge Fundamentals
  • Step 2: Functions and Terminology
  • Step 3: Build Your Book of Business from Market Insight
  • Step 4: Build "Accounts" by Associating Contacts & Facilities
  • Step 5: Schedule Activities From Your Book of Business
  • Step 6: Add Notes to Activities and Contacts

Marketer Next Steps

  • Step 7: Edge Mobile Overview
  • Your First Month on Trella Health Edge
  • Organize & document your marketing efforts with Activities

Preparing for your Training Session

  • Preparing for a Market Insight Session
  • Preparing for an Administrator Training Session
  • Preparing for a Manager Pre-Training Session
  • Preparing for your Sales Rep I (Web Application) Session
  • Preparing for your Sales Rep II (Mobile Application) Session
  • Preparing for a Manager Reporting Session
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