Referrals

Basic Post-Acute Care Referral Workflow

To understand how Marketscape CRM connects to the referral cycle within your agency, let's start at the beginning: ...
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Creating a Referral (non-integrated clients)

Overview Marketscape CRM has the ability to work with a large number of Electronic Health Records providers (EHR) to...
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Manually Entering and Updating Referrals

Overview Referrals are entered into Marketscape CRM in one of two ways: Automatically entered through an integration...
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How to Mass assign referrals not aligned to a Sales Territory

Overview Accurate and up to date sales territory information on referrals in your Marketscape CRM account is essentia...
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