Overview

Setting up business lines is a critical task in the configuration process in Marketscape CRM. With business lines set up properly, incoming referrals can be assigned to home health or hospice as needed. This will automatically align incoming referrals to the correct business segment, and therefore, to the correct team and individual marketer.

In this article, steps on how to create a new business line and how to delete a business line are provided. The ability to add, remove, or modify business lines depends on a user's role and permissions.

If you have an integration with your EHR, it is important to check with your Customer Success Manager prior to removing or adding additional business lines to ensure referrals continue to map correctly. If you delete a business line that has associated referrals, they will be deleted.

Adding a New Business Line

Follow the steps below to add a new business line.

Click on the "Settings" button in the left navigation.

Click on the "Business Lines Configuration" link under Territory Management on the left side of the page.

Click the "New Business Line button" near the top of the page.

The page will show:

Enter the name of a new business line in the first field.

Choose an existing line of business from the dropdown from which you want to copy roles.

Roles define what users have access to at different levels. 

Click the "Save" button when you are done.

Now that you have set up a new business line, you will need to add the new business line to any users who require the setting.

Deleting a Business Line

Please consult your Customer Success Manager prior to deleting a business line to ensure referral data will not be impacted. 

Moreover, before you delete a business line, you will need to remove all users from the business line. 

Click on the "Settings" button in the left navigation.

Click on the "Business Lines Configuration" link under Territory Management on the left side of the page.

Click Delete to the left of the business line name to remove it.

You will see one of two possible scenarios.

Scenario 1 - Users still associated

If the business line is still associated with users, you will not be able to delete it. Instead, you will see a message like this:

You will need to go back and remove all users associated with the business line.

Scenario 2 - No users associated

If you are able to delete a business line, you will receive the following warning:

Click the "Delete Business Line" button to delete the business line.