On the Settings page you will find a menu of links that provide access to the settings that determine how Marketscape CRM is set up for your company. The different links open different content in the Settings page that provide access to different categories of settings. This article will summarize most of categories of settings available on the Settings page.
Some content described in this summary article will provide all you need to know about the settings being discussed. Those settings will be marked with a . Other content is more complicated and a link to other articles will be provided.
The info displayed for account info is about your company. Pretend you are in a classy museum - Look but don't touch! Lots of important functions depend, in particular, that the company name not be changed. At the bottom of the list, you can see the number of licenses your company has for Marketscape CRM users. The useful view of the license information can be found on the Users page where you can see how many user accounts are available and how many are used.
The setting on this page are all system settings, which means that they are global. Read the details below:
Agency Work Year Definition
If your company uses a different organization year than the calendar year, you can set the start date for your year by using the drop down lists.
Make the desired change to the date and click the "Save Work Year" button.
Default Event Type
This setting defines which type of event will appear by default when a user creates an event.
The image to the right shows the options.
Click the "Save Default Event Type" button when you are done.
We recommend that you use "Face-to-Face" as your default Event Type.
You can add more event types - make contact with your CSM or Support@TrellaHealth.com.
Account NPIs -
This is one of the most important global settings on the page.
However, the name and explanation text are kinda vague. In Marketscape CRM, we consider "accounts" to be the locations where your reps will make calls. And the sentence that tells you to "list NPIs" doesn't identify what "this account" refers to. So, let's keep it simple.
- This setting is about your organization's NPIs - not your account's NPIs.
- You need to enter every NPI in your organization - separated by commas.
- These NPIs are used to make your agencies' metrics stand out, especially in Sales Spotlight.
If you have a database or spreadsheet that contains all of your company NPIs, you can export the NPI list as a comma delimited file, then copy and paste all NPIs into this field.
Default Landing page
This setting allows you to select which page of Marketscape CRM will open for your users when they log in. For the most part, the landing page should be the one that provides the information that is most helpful to support your company's workflows.
The image below shows you the list of pages from which you can choose.
Referral Visibility Settings
The referrals available for a user to see on the Referrals page of Marketscape CRM are determined by the permissions set in the user's role. Setting those roles is discussed in the Role Management and Configuration article. When a user is set to "Self Only" the data available to see in Views on the Referrals page are limited to referrals assigned to the user. However, the referral information shown on an Account or Contact detail page is not restricted.
If your agency would like to ensure that a marketer is restricted to only view the referrals and patient information for those referrals they own across all Accounts and Contacts, you can enable Strict Referral Visibility. Strict Referral Visibility is an additional layer of security that limits the information shown on the Contact and Account detail pages.
Time Out Settings
As a security precaution, Marketscape CRM is designed to timeout every user's login after a set period of inactivity. The length of that period is set here.
Super detailed instructions
- Click the "minutes" dropdown"
- Select a time period in minutes.
- Click the "Save Settings" button.
Enabling Marketer Budgets
Inactive by default, changing the drop-down menu in the Edit Marketer Budget section to Active will then change the section to allow the administrator to define the marketers' budget.
If you set the "Edit Marketer Budget" to Active, you can set the budget to either Monthly or Annually. You can also set the amount of the budget for that time period. As an example, a $1200 annual budget could either be set as a lump sum for the year, or set as $100 per month. (The latter is shown in the image below.)
Once the appropriate budget details have been entered, clicking Save Budget will apply that budget to all marketers.
Only one budget amount can be set, and it is universal for all users that submit expenses.
Edit Expense Approval
This simple setting is merely a change in a drop-down menu, either enabling or disabling expense approvals. Selecting Enabled and clicking Save Approval Settings will allow expense approval in Marketscape CRM.
Stark II Annual Limits
The last section of the Expense Settings page allows account administrators to do two things:
- Set alert thresholds for annual compliance notifications per Contact Type.
- Add additional Contact Types to either Stark II Annual Limits.
Any of the Contact Types listed in the Not Applicable column can be dragged to either the $50 Annual Limit or $489 (This may vary year over year). Annual Limit columns, which will also add the appropriate alerting threshold for that column. Once any thresholds are modified, or any Contact Types are added to a column, clicking the Save i-Compli Settings button below the table will apply the new thresholds.
Important - Adding contact types that don't require Stark II compliance tracking can impact the tracking for contacts that should be tracked. As an example, if a Physician and a Case Manager are associated to an expense, and both contact types are set to track Stark II compliance, the amount of the expense will be divided equally between both contacts. However, if only the Physician should be tracked, the amount allocated will be misrepresented, since half of the expense was attached to the Case Manager. This misallocation can cause issues in the circumstances of an audit. For tracking and compliance accuracy, it's important to only add contact types that are required for Stark II compliance.
For details on contact rating, see Automating Contact Ratings in Marketscape CRM.
- Objects allows you to customize existing fields or create new fields within each of the pages in Marketscape CRM.
- Tabs allows you to adjust the order of the tabs displayed across the navigation pane. Use the up or down arrows to change the order of the tabs.
|If you click the "Tabs" link pictured above, this will take you to the same settings as if you clicked the "Customize" button in the left navigation.|
For detailed instructions, see Step 5 - Customization.
These settings are all part of Account Administrator tasks that are described in other articles. The names of the settings below are links to the correct articles.
- Users allows you to create, edit, provision and disable the user licenses in your account. You can also reset user passwords from this page.
- Unassigned User Management - this section impacts your role permissions normally designated for your house (user) account (If you have one.) Once this (house account) user is assigned here, based on role permissions, other users will be able to edit accounts assigned to the "house user."
- Sales Territory Management is where you capture the sales organizational hierarchy itself. The hierarchy is shared across business lines. The names in the hierarchy should match how people think and speak about the business.
- Sales Territory Configuration is where you define the number of tiers within your organization. Consider management levels within your current organization and how they might be impacted by your growth plans.
- Business Line Configuration allows you to add additional business lines to the hierarchy in your Overview tab.