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