Charles Fox
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Activity overview
Latest activity by Charles Fox-
Charles Fox created an article,
Why do I have so many duplicate accounts in my CRM?
Issue Summary You might notice that the data on a referral being added to the CRM is incorrect. Often, referrals added from your EHR automatically will create duplicate accounts. Careful and freque...
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Charles Fox created an article,
EHR Integration Functionality
In this article Introduction Enter Business Lines Build Your Sales Territory Hierarchy Sales Territory Configuration Sales Territory Management Map Sales Territories Determine Referral Ownershi...
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Charles Fox created an article,
Physician Data - Patient Counts and Claim types
Overview When looking at metrics for a selected physician, it is helpful to know how Trella Health creates those metrics. It is important to remember that Medicare claims don't contain any referral...
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Charles Fox created an article,
Trella Health Diagnostic Groupings
Overview In the section How Do I Stand Out, you will find metric breakouts based on Diagnostic Groupings. These groups, in general, contain similar diagnoses that align with an organ system or rela...
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Charles Fox created an article,
Market Spotlight and Sales Spotlight
Market Spotlight and Sales Spotlight are powered by Marketscape Insights and only visible if you have purchased Marketscape Insights. Interested in Marketscape Insights? Reach out to your Customer...