In addition to the information that is available on the Overview page, PlayMaker offers ways to dive a little deeper to view referral activity, as well as call and visit history. The videos below outline various methods to view marketing activities (events) and referrals received to easily measure performance.
Common reporting approaches:
- Evaluate performance of each individual account
- Summarize referrals or admitted patients by:
- Referring person
- Summarize marketing activities by:
- Accounts without recent activity
- Recent activities
Account Health Index
Call/Visit History Reporting
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