The Analyze page for each physician has a section of provider information. To open the provider information drop down panel, click on the expand icon. (At the far right in the image.)
This will open the full provider information panel.
The provider information panel contains basic information about the selected physician; name, specialty, NPI, phone number and address. Many of these entries can be edited. to see Editing Provider Information.
Once the provider information panel is open you have three tools available to you.
Clicking "edit" beside the grey pencil will allow you to edit the provider information. (See next section.)
The plus "+" icon allows you to assign the selected provider to one of your reps.
Clicking the button will immediately open the Plan my Visit report for the selected physician.
If you click on the "Internal Note" field, you can then add a note for all of the users in your company to see.
The Other Contacts drop-down allows you to add additional people with their contact information to this physician's provider information.
Any changes or additions you make to the content of this section will be visible to all Trella Health users from your company.
Editing Provider Information
When you click on "edit" or the pencil icon;you will be able to edit the fields in this physician's record.
You can edit the content in all outlined grey boxes, for example, email, phone, FAX, City, etc. Two specific features require specific mention:
If a physician is known by another name, an alias can be added here which will show up as a consistent tag for the selected physician throughout Marketscape. For more use cases and more details, see Aliasing.
The Specialty Alias is a special use case similar to the alias field above. Adding a specialty alias will then make the selected physician show up in searches for the named specialty.
Any changes you make to this content will be visible to all users in your company.
Create Plan My Visit
When you click on the PMV button, the Plan My Visit report will be created for the selected Physician.
For more information on creating this report, see the following video:
Keep in mind that there are other ways to create presentations that can be accessed on the Engage page.
When you click on "Add Staff" in the provider information panel, the following dialog box will open:
All fields in this dialog box can be edited.
NPI Search - If the person you want to add has an NPI, you can add it in this field and the rest of the fields will populate from the database.
Name, Title, Address, Phone - Fill in as needed.
Notes - These notes will only show up if you open up the added person's notes and edit them.
Cancel will close the dialog box without saving any changes you have made.
Save will save your changes (see image below.)
The Add Staff tool allows you to keep track of people connected to the selected physician who you want to remember.
Any people you add or notes you include will be available to everyone who uses Marketscape at your company.
Editing Existing Staff
Click on the pencil to the left of the name to see the notes for this staff person or to make changes.
Click on the "X" to remove this staff person from the list.