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Adding New Insurance Types
This article will walk through how to add additional insurance types to PlayMaker to provide more robust option for you team to choose from when updating referrals Adding a New Non-Admit Reason: ...
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Finding Referral Sources: Contacts
The Referral Source Database offers an easy way to find new referral sources and import them into your book of business. This article reviews how to search for contacts in the Referral Source D...
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Creating Meaningful Notes
When completing events, it's important to create meaningful notes. These notes outline the development of your relationship with referral sources, and act as a call to action for your next event. T...
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Creating a New Field using Custom Objects
PlayMaker can be customized to add new fields, increase exists options, and, in some cases, relabel fields to best fit your organization. This article will walk through how to create new fields in ...
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Finding Referral Sources: Assisted Living Facilities
One common referral source type that users look for is Assisted Living Facility, or ALF. Unlike Home Health and Hospice agencies, ALFs don't appear in TargetWatch. TargetWatch displays data assoc...
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Creating Bookmarks
Bookmarks create a quick list of the records you need to look back on or reference often. You can create bookmarks in the Accounts, Contacts, and Referrals tabs. Creating a Bookmark Navigate to t...
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Entering Expenses via the Overview Tab
From the Overview tab, scroll to the bottom of the screen, You will see your scheduled events. First, ensure that your event has an associated account and contact(s). For this guide we had a schedu...
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Emailing Contacts from within an Event
Use the links below to skip to a certain section of this article: What indicates that a contact has an email address when creating an event? Does the email address have to be valid? What does...
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Mailbox
Mailbox is an internal messaging system that allows you to send notes to other Spark users in the web app. Click Mailbox in the top-right corner of the page to get started! In the Compose Messa...
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Using Your Documents Folders
Documents is an internal home, within Spark, for your team's collected notes, marketing strategies and materials. Click Documents in the top-right corner of the page to get started! To upload a...