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The Referral Source Database
Overview The Referral Source Database is another way to add contacts and accounts to your book of business. The Referral Source Database is a registry of all providers in the United States who have...
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The Administrator Role: Starter Kit
Looking for a place to get started in the Help Center? Look no further! We've collected some of our best articles from across the Help Center to get you into the content you need. General FAQs W...
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The Manager Role: Starter Kit
Looking for a place to get started in the Help Center? Look no further! We've collected some of our best articles from across the Help Center to get you into the content you need. General FAQs W...
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The Account Executive Role: Starter Kit
Looking for a place to get started in the Help Center? Look no further! We've collected some of our best articles from across the Help Center to get you into the content you need. General FAQs W...
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Adding a Contact from Market Data
Overview The market information in the Referral Source Database allows you to add contacts to your book of business. Referral Source Database The Referral Source Database is a registry of all fac...
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Marketscape CRM FAQ
This FAQ addresses some of our most common client questions and where to find more info within our Help Center as applicable. If you have a question that you would like to add to this list, plea...
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The Importance of the Primary Referring Person
Basic Post-Acute Care Referral Workflow A patient meets the required standards and a qualified person decides to refer them from their office/facility to a Post-Acute Care facility. In Marketsca...
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Marketscape CRM and Outlook
Marketscape CRM has the ability to send events to Outlook or other calendar programs. There is not currently any ability to sync the Account or Contact information outside of Marketscape CRM. Whil...
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Installing the Marketscape CRM Mobile app (Android)
Downloading and Installing Marketscape CRM Mobile App for Android from the Google Play Store From the Home screen, tap the Play Store app. Tap on the Google Play text box to search for the app ...
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Tips for optimal speed/performance of Marketscape CRM within your web-browser
One of the common questions our support team gets from our customer base is "Can I do anything to enhance my speed when accessing Marketscape CRM?" It can be frustrating when your web-browser is cr...