Product Feature Guides
Frequently Asked Questions
User Settings
Mobile App - iOS & Android
- Current Mobile App Versions & Requirements
- Mobile App Overview
- Web vs Mobile: Comparing Features
- Viewing Historical Notes in the Mobile App
- How PlayMaker Mobile Syncing Works
- Troubleshooting Mobile Syncing Issues
User Support Resources
- Contacting PlayMaker Support
- Grant PlayMaker Support Login Access
- Sign Up for Email Updates
- PlayMaker Web Application Supported Browsers
- Accessing PlayMaker on a Tablet
- Controlling Spam Filters through Whitelisting
Market Insights (Market Data)
- Market Insights: Overview
- Troubleshooting: Market Insights Not Loading
- Market Insights: Mobile
- Market Insights: Adding Contacts & Accounts to Your Book of Business
- Market Insights: Influence Physicians
- Market Insights: Home Health
TargetWatch (Market Data)
- TargetWatch Icon Key for Home Health & Hospice
- Troubleshooting: TargetWatch Not Loading
- Preset Targets
- Finding Referral Sources: Contacts
- Finding Referral Sources: Targeting using Sort and Filter criteria
- Finding Referral Sources: Assisted Living Facilities
Accounts
- What is an Account: Accounts Overview
- Searching Accounts
- Merging and Deleting Accounts
- Creating "Office of" or "Practice of" Accounts
- Using Parent Accounts
- Adding an Account from Market Data
Contacts
- What is a Contact: Contacts Overview
- Associating Contacts to Accounts
- Reviewing call notes via Contacts
- Copying Account Details to a Contact
- Merging & Deleting Duplicate Contacts
- Adding a Contact from Market Data
Events
- The ACE Process
- Reasons to Associate Events to Accounts & Contacts
- Required Fields for Completing Events
- Calendar Overview
- Creating Events on Web
- Creating Events on Mobile
Views
- Defining Views
- Administrators and Views
- View Recipe: Insurance View
- View Recipe: Census View
- View Recipe: Unassigned or House View
- View Recipe: Referrals By Branch View
Referrals
Ownership
Performance & Reporting
- Reporting Overview
- Common Reports and Uses
- Configuring and Scheduling Reports
- PlayMaker Standard Reports Defined
- PlayMaker Standard Chart Defined
- Configurable Dashboards
System Administration
- Understanding the PM ADMIN
- Resetting a User's Password
- Defining User Roles
- Role Management and Configuration
- Troubleshooting Referral Assignment with Sync IDs
- Reassigning Inactive User Territories