Overview

This article highlights the high level steps required for setting up each product in the Trella Platform.

For detailed information on setting up new users, see Creating and Editing User Accounts. 

Trella Insights for HHA/HOS/SNF and Strategy

When you purchase Trella Insights, your assigned Customer Success Manager will create your account and set up your first user with Account Administrator access. That user will receive a Welcome email with login instructions. Upon receipt of the email, that administrator will need to perform the following steps to configure the solution: 

• Add Users - you can add new user accounts either as a bulk upload or one at a time.
• Configure My Agency - adding your NPIs powers filtering on the Explore page and benchmarks in Sales Spotlight
• Set up any manager/managed by relationships. You can do this as you set up new users.

Trella CRM

For our Trella CRM customers without EHR Connect, your assigned Customer Success Manager will create your account and set up your first user with Account Administrator access. That user will receive a Welcome email with login instructions. Upon receipt of the email, that administrator should go through the steps found in the CRM Account Administrator Quickstart Guide.

For our Trella CRM customers with EHR Connect, our Integration Team will work with you to set up the solution as part of the integration setup.