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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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Calendar Overview
Events represent how marketers/liaisons are engaging their customers, as well as providing a reference point for call/visit notes. The calendar is a quick way to view your events. Default View By ...
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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...
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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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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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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...