Overview

NPI "My Agency" groups are used to maintain a list of your company's agencies in the Marketscape platform so that some metrics and features reflect your company to your users. When your agencies' NPIs are added to a "My Agency" group, your users will see metrics specific to the agency for which they work.

If your company has access to Marketscape Insights and Marketscape CRM, you will need to set up your company NPIs in each product. Instructions on how to do both are included below.

To jump directly to the instructions for setting up NPIs in Marketscape CRM

 

Marketscape Insights

Background

The "My Agency" toggle appears in many tables, including the Explore Page and Market Share Reports in Marketscape Insights. The toggle allows you to filter the table to show only your agencies in the table. Also, your agencies are presented in bold text throughout Marketscape Insights. The images below show some examples:

From the Explore page	From Sales Spotlight	Market Share Report
On the Explore page, you can choose to click the toggle, (top arrow) which will limit the table to only your company's agencies. "My Agency" is then bold.	On the Analyze page, under the Sales Spotlight tab, you can select a "My Agency" (in box) and then the content in the section "How Do I Stand Out?" will display metrics specific to that agency.	As another example, on the Reports page, when you look at the Market Share report, you can use the toggle to only show your company's agencies in the table. Note that even without the toggle turned on, "My Agency" is in bold text.

The highlighting of your agencies, in particular, make it easy to find what matters most wherever it appears.

 

Getting Oriented

When you click on the "NPI Groups" button in the Admin tools left navigation, you will see the following:

 

Click on the "NPI Groups" button to navigate to the NPI Groups page.

The "Group Type" filter has no purpose. Don't use it.

Click the "Import NPI Group" button if you have a spreadsheet of NPIs you want to add to a new or existing NPI group. 

If you want to create an NPI group to be filled with just a few NPIs, or you want to add NPIs later, you can choose "Add NPI Group" and create a new NPI group. The interface for adding a group is similar to the import interface which is visible in the example below.

Click on the "Excel" button to export the list of NPI groups in the table to a spreadsheet.

The pencil is a button that will open the listed NPI group so you can add or remove NPIs from that group. See Adding/editing NPI Groups below for instructions.

The table includes any existing NPI groups. Notice that the Trella Training company has a "My Agency" NPI group for "Home Health Agencies" and "My SNFs." We will create an NPI group for our hospices below.

You can only have one enabled NPI group for each line of business for which you have contracted access. It is possible to have disabled NPI groups, but there isn't a practical reason to have a disabled NPI group. If you have questions, talk to your Customer Success Manager or Trella Health Support.

 

Setting up "My Agency" NPI Groups

Collect your NPIs

You can add NPIs to an existing group, or you can create a new group and add NPIs. Either way, before you do anything on this page it makes sense to create a list of NPIs. The best practice is to use a spreadsheet with all NPIs in a single column.

You can only create or add NPIs of the same provider type at a time.  Don't mix skilled nursing facilities with home health agencies or hospices. Each provider type needs it's own list.

For our example, here is our NPI list. We do not need a column header, just a list of NPIs. We saved the spreadsheet as HospiceNPIs.xlsx. We have selected three hospices for this import.

 

Initial Setup

If this is your initial setup with Marketscape Insights, the best way to add your NPIs will be to use the "Import NPI Group" option. Have your spreadsheet ready.

When you click the "Import NPI Group" button, you will be prompted:

In this example, since we are creating a new group, we will select "Import into New NPI Group."

Then click "Continue."

You will then see the image in the right column of the following table. Instructions for filling out each field is in the left column.

Name: Something that will help you to identify that the NPI group is a list of hospices, home health agencies, or SNFs.  Description: If you want to add details, put them in the description. Customer: You are not able to change this. Group Type: Use this drop down to select "My Agency" Competitor NPI lists are not used. Provider Type: This needs to match the type of NPIs you will be adding. Choose File: When you click this button, you will need to navigate to your saved spreadsheet. In this example, we have already selected the spreadsheet, so you can see the file name to the right of the button. Click Save

Before you choose a Group Type, you will notice a lot of other options. They don't do anything and will disappear when you choose "My Agency."

After you save, you will see the following:

Click "Import" to import your spreadsheet.

You will receive the following confirmation.

 

Click "Close"

 

If there are any errors in the spreadsheet, you will be prompted to fix the errors. Look for spaces before or after the NPI in each cell.

 

Adding/editing NPI Groups

As you can see from the following image, there are now three NPI groups in my NPI Group table. The NPI Group of the hospices imported above is at the bottom.

There are two ways to add additional NPIs.

Option one - Another Spreadsheet

We could create another spreadsheet and upload it.

Click "Import NPI Group"

But this time, click on "Import into Existing NPI Group 

Choose the group into which you want to import the additional NPIs

Choose your file and navigate to it. Then click the "Upload File" button.

The additional NPIs will be added to the selected list.

 

Option Two - Copy and paste

Edit NPI Group Click on the pencil to the left of the listed NPI group. The image to the right shows the interface.   To Add an NPI - paste the NPI into the field named "NPI Search." Notice that the name of the agency appears below. Click on the dropdown to add the hospice to your list   Notice that the three hospices we uploaded from our spreadsheet are visible in the list at the bottom. To remove an NPI - When you hover over the list of hospices at the bottom of this interface, you can click on the "X" at the far right to remove that hospice from the list.

 

A couple notes

• You can't add the wrong provider type to an existing NPI Group.
  • If you tried to add a home health agency into an NPI Group for hospices using the spreadsheet import, the NPI will not upload.
  • If you use the "Edit NPI Group" interface, adding the NPI to the search will not show a result if the provider type does not match.

 

Account NPIs in Marketscape CRM

Background

When you open Sales Spotlight and scroll down to the section "How Do I Stand Out?" you will be able to select your "My Agency" from the dropdown.

 

Account NPIs in Marketscape CRM

Collect your NPIs

Before you add NPIs to Marketscape CRM, it will help you to collect the necessary NPIs into a spreadsheet or even notepad. To add the NPIs, you will need to have a comma separated list that you can copy and paste.

 

Adding/Editing NPIs to your Account

Observe the following image and follow the directions below.

Click on "Settings" at the top right of the page.

Click on "System Setup" in the left menu, "Settings Links & Tools. When you open the "System Setup" page, any NPIs that have already been saved to your Account will appear. You can delete what you see, or add additional NPIs.

Paste your list of comma separated NPIs into the field named, "Account NPIs" 

If you keep a running list of company NPIs, for example, in another database, you can delete any visible NPIs and paste a complete "new" list into the Account NPIs field.

Click on the "Save Account NPIs" button.