Charles Fox

Overview When looking at metrics for a selected physician, it is helpful to know how Trella Health creates those metrics. It is important to remember that Medicare claims don't contain any referral...

Overview In the section How Do I Stand Out, you will find metric breakouts based on Diagnostic Groupings. These groups, in general, contain similar diagnoses that align with an organ system or rela...

Market Spotlight and Sales Spotlight are powered by Trella Insights and only visible if you have purchased Trella Insights. Interested in Trella Insights? Reach out to your Customer Success Manage...

Trella CRM Account Basics New User A new Trella CRM user should receive a welcome email from their company account administrator with basic login information. If you know that your company has begu...

On the Settings page you will find a menu of links that provide access to the settings that determine how Trella CRM is set up for your company. The different links open different content in the Se...

Trella CRM Account Basics New User A new Trella CRM user should receive a welcome email from their company account administrator with basic login information. If you know that your company has begu...

Overview Once you have logged in, you need to home in on your team's book of business, that is, your reps' accounts, contacts, calendar of events, and referrals. In sum, you will be evaluating your...

Overview The territory structure in Trella CRM is critical to all of the important data relationships in Trella CRM. The structure in the CRM works best if it is set up to parallel your company's o...

Overview Your accounts are the foundation upon which all of your CRM data is built. For this reason, validating the accounts in your book of business is the starting point for any user of Trella CR...

Overview In step two, you reviewed the overall performance of your team using the Advanced AE Summary report. In this step, you will focus on each of your sales reps individually using the Detailed...