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View Recipe: Insurance View
This recipe helps create a view that displays referrals with a specific insurance type. Note that changing the value in Step 4 can create different views for different types of insurance. Remember...
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Tenures: Configuring the Trend & Rank Report
The Trend & Rank report is a standard report that provides visibility into monthly admission trends for marketers based on their tenure with your company. It can be used to ensure that new hires a...
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Understanding Census and Census Budget Reports in Spark
Disclaimer: Even though PlayMaker Spark is not intended to be a bed management tool, we understand how important census tracking can be! The census reporting available within Spark will provide ...
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Turning off a Scheduled Report
Scheduled reports will automatically send an emailed copy of the report to the user, as well as any additional recipients that were entered when the schedule was created. These emails can be turned...
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Sharing a Spark Calendar Using the Daily Visit Report
There may be circumstances where users need to share their entire calendar, providing insight about their event activity to a manager or peer. Sharing a calendar can be done from the Calendar page ...
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Clearing a User's Calendar
While individual events and series of events can be deleted manually, the calendar does not have a mass delete option available, so the assistance of an administrator will be required. This can be ...
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Creating Events on Mobile
From the Account (Recommended) Creating an event from the Account will automatically associate the event with the account, requiring one less field of data entry. There are two ways to begin schedu...
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Tracking Stark II Compliance
PlayMaker offers the ability for agencies to monitor their expenses per individual contact for Stark II compliance. Stark II Annual Limit Using Contact Types, an agency can allocate and calculate e...
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SNF FAQ
This article pulls together SNF-relevant information from across the Help Center to be a one-stop shop for SNF Market Data in Spark's TargetWatch and Market Insights platforms. Identifying SNFs i...
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Saving and Scheduling the Approve Owner Change Report
As a manager or administrator, one of the more frequent tasks that you'll face in PlayMaker is reviewing ownership change requests. Marketers on your team can request ownership of Accounts, Contact...