Product Feature Guides
Accounts
- Creating "Office of" or "Practice of" Accounts
- What is an Account: Accounts Overview
- Account Details
- Using Parent Accounts
- Searching Accounts
- Creating an Account
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 on Web
- Creating Events on Mobile
- Editing an Event Series
- Inviting Users and Contacts to Events
Market Data (TargetWatch)
- TargetWatch Basics: Targeting Referral Sources using Sort and Filter criteria
- TargetWatch Basics: Understanding the Strategic Market Assessment tabs
- TargetWatch Basics: Market Data Frequently Asked Questions (FAQ)
- TargetWatch Basics: Understanding Optional Data - All Codes Practitioner National Rank, Payer Mix Data, and Psych
- TargetWatch Basics: Understanding the IRF, LTAC and SNF tabs
- TargetWatch Basics: Understanding the Hospitals tab
Performance & Reporting
- Sharing a PlayMaker Calendar Using the Daily Visit Report
- Reporting Overview
- Configurable Dashboards
- PlayMaker Standard Reports Defined
- PlayMaker Standard Chart Defined
- Common Reports and Uses
Ownership
Views
- Administrators and Views
- Defining Views
- Creating New Views
- Duplicating Views
- Using Views to Manage Referrals
- Advanced Filter Criteria for Views
Expenses
Mobile App - iOS & Android
- Web vs Mobile: Comparing Features
- Mobile App Overview
- Installing the PlayMaker Mobile app (iOS)
- Installing the PlayMaker Mobile app (Android)
- Turning on auto-update for the PlayMaker Mobile app (iOS)
- Turning on auto-update for the PlayMaker Mobile app (Android)
User Settings
System Administration
- Troubleshooting Referral Assignment with Sync IDs
- Automating Contact Ratings in PlayMaker Spark
- Defining User Roles
- Role Management and Configuration
- Resetting a User's Password
- Adding a New User