Product Feature Guides
Accounts
- What is an Account: Accounts Overview
- Account Details
- Using Parent Accounts
- Searching Accounts
- Creating an Account
- Adding an Account from Market Data
Contacts
- What is a Contact: Contacts Overview
- Contact Details
- Searching Contacts
- Creating a Contact
- Adding a Contact from Market Data
- Associating Contacts to Accounts
Events
- Calendar Overview
- Reasons to Associate Events to Accounts & Contacts
- Creating Events
- Editing an Event Series
- Inviting Users and Contacts to Events
- Event Ownership
Market Data (TargetWatch)
- TargetWatch Icon Key for Home Health & Hospice
- The Referral Source Database
- TargetWatch Icon Key for HME/Infusion
- TargetWatch Data Reporting Periods
- Creating a Marketing Campaign in TargetWatch
- Organizing Targets In TargetWatch
Performance & Reporting
- Reporting Overview
- PlayMaker Standard Reports Defined
- Configurable Dashboards
- PlayMaker Standard Chart Defined
- Creating Admit Goals
- Configuring and Scheduling Reports
Ownership
Views
Expenses
User Settings
System Administration
- Defining User Roles
- Role Management and Configuration
- Resetting a User's Password
- Adding a New User
- Transfer Accounts/Contacts Without an Available License
- Disabling a User