Overview

Assign Anywhere is a feature that works automatically behind the scenes to maintain consistency between Marketscape Insights and Marketscape CRM. More specifically, it is a two-way connection between the two products which does the following:

• Marketscape Insights to Marketscape CRM - In Marketscape Insights, when you assign a physician/facility to a member of your team, the same physician/facility will be added as an "owned" contact or account for that team member in Marketscape CRM.
• Marketscape CRM to Marketscape Insights - In Marketscape CRM, when you make a team member an owner of a physician contact or a facility account the same physician/facility is assigned to that person in Marketscape Insights.

Seriously, that is all you need to know. The rest of this article includes details, examples, and troubleshooting. The process is automatic and invisible. Truly simple!

 

The products work identically for facilities as for physicians. Because of this, we will only show the details of Assign Anywhere functionality for physicians. In all of the images below that relate to physicians and contacts, the parallel tables for facilities and accounts look and function the same way.

 

In an odd twist of the English language, we can say, "assign that physician to my rep" or "assign my rep to that physician," and both sentences mean the same thing functionally in Marketscape. In the documentation throughout all of the Trella Health Help Centers, we kinda use this language interchangeably based on the starting point.

 

 In this article

You don't need to know all the details, nevertheless, here we go.

• Examples - So you can see Assign Anywhere at work
  • From Marketscape Insights to Marketscape CRM
  • From Marketscape CRM to Marketscape Insights
• Requirements/Troubleshooting - settings that an Account Admin can manage
• Details - Some of the nitty-gritty about how Assign Anywhere works
• Resources - links to other articles

Some terms to understand. Some terms are different between Marketscape Insights and Marketscape CRM, but what you read and see will always make sense in the context. For example:

• In Marketscape Insights, we are looking at people by their provider type, and categorize them as "Physicians." When you assign a physician to a user, that physician becomes a "Contact" for that user in Marketscape CRM. The same goes for facilities in Marketscape Insights and accounts in Marketscape CRM.
• Going the other way, in Marketscape CRM the process is making a user an "owner" of a contact or account, or managing ownership. If you make a user an owner of a contact or account in Marketscape CRM, they will be visible in Marketscape Insights as assigned to a listed user.

 

Examples

In this section we are going to show you four examples of how Assign Anywhere works. Two examples show how assigned Physicians in Marketscape Insights become owned Contacts in Marketscape CRM. Two examples go the other way and show how ownership of Contacts in Marketscape CRM become assigned physicians in Marketscape Insights.

 

Marketscape Insights to Marketscape CRM

The examples below are taken from Marketscape Insights for Home Health. The steps shown are identical in Hospice and Skilled Nursing, and, as mentioned, facilities assignment follows the same steps.

Assign on Explore page

To assign a physician to a specific user or a group of users, follow these steps. (Shown in image above.)

Click on the checkbox to the left of the physician's name in the Explore page main table.

If you want to assign multiple physician physicians to a user or users, click on multiple checkboxes.

Click on the  icon. This will open the "Add Assignee" dialog box.

Click on the check box to the left of the person/people to whom you want to assign the selected physician(s).

Click the Add button

Presto! The selected physician(s) are assigned to the selected user(s).

 

Assign on Physician Analyze page

You are also able to assign a physician to a team member from the Analyze page.

To view the Analyze page for a physician when looking at the table on the Explore page, click on the physician's name.

 

The Analyze page for the physician opens, image below.

The top area of the page is information related to the physician. At the far right, there is a box for assigned users. click on the plus to assign a user to the selected physician.

The dialog box in the next image will open

 

Click on the check box to the left of a user's email address. Then click on the "Select" button.

 

An alert will confirm that user has been assigned successfully. You will also see the user's information in the Assigned User(s) box.

 

Results!

When you look at the Contacts page in Marketscape CRM, you will see that, from what we did on the Explore page, Tamra Heimert has been assigned to Claudia, and from the Analyze page, Kevin McCullum has been assigned to Chuck.

This process is immediate. You might need to refresh the page to see the new assignments.

 

Marketscape CRM to Marketscape Insights

The Assign Anywhere feature works both ways.

From the Contacts page

Click on the "Contacts" button in the left navigation. Navigate to the physician contact of interest.

 

Once you have found the physician, click on the "Edit" link to the left of their name.

 

 

The "Contact Details" page will open.

Scroll down on the page to find the "Shared Owners" section. Click the "Add Shared Owner" link.

The "Find a User" dialog box will open.

 

Click on the check box or on multiple check boxes to the left of the user's name for whom you want to assign the selected physician contact.

When you are finished selecting owners, click on the "Attach Selected Results" button.

 

Notice that Chuck is now listed as an owner of the contact on the contact's Detail page.

Click Save at the bottom of the page.

 

 

From the Market Spotlight page

Start by clicking on the "Market Spotlight" button in the left navigation.

You can search or browse the table to find a physician of interest. Click on the physician's name.

The Sales Spotlight page for the selected physician will slide over from the right.

 

Click on the "Manage Ownership" button.

This will open the "Manage Ownership" dialog box.

 

1) Click on the checkbox to the left of the user's name in the table. 2) Notice that the name is immediately added to the section "Selected Users." 3) Click Save.

Results

As soon as you click the "Save" button in either of our above scenarios, the physicians are assigned to the same user in Marketscape Insights.

 

 

Requirements/Troubleshooting

There are a couple of tiers here.

• Some settings can only be fixed by a Trella Health employee. They are aligned when your company is set up with both products.
• Some settings are done or can be done by your account administrator. Those settings are described next.

Settings an Account Administrator controls

There are two important settings that an account administrator at your company can confirm to assure that Assign Anywhere will work or to fix Assign Anywhere for a specific user.

If Assign Anywhere is not working for a specific user, confirming the two items listed below is the first step to troubleshooting the issue.

 

User Email Addresses must match in both products

Every connection between Marketscape Insights and Marketscape CRM for any user depends on emails being the same in both products. An account admin can confirm that the emails match by doing the following:

 

Log in to Marketscape Insights		Log in to Marketscape CRM
Click the settings dropdown at the top right of any page and select Admin		Click on Settings in the Left Navigation
Click on Users in the left navigation		Under Territory Management, click the Users link
User email addresses appear in the table		The Email address appears in the table
To correct the email, click on the to the left of their name - The email address can be edited at the top right		To correct the email, click on the Edit link to the left of the user's name - The email will appear near the top of the page
Remember to save any changes you make

Account Administrator perspective - The user's email address is essentially their username in their login credentials. If the email addresses do not match, functionally you have two different accounts.

 

Market Spotlight needs to be turned on

This is a somewhat obscure setting and should be set up during integration. However, if new Roles have been created without Market Spotlight on, or if someone inadvertently turns off Market Spotlight, Assign Anywhere won't work... anywhere.

 

Since our troubleshooting scenario includes a user for whom Assign Anywhere isn't working, our first step is to find out which role the user has. Click on the "Settings" button in the left navigation, and then click on the "Users" link under Territory Management.

This will open up the Manage Users page.

 

You will then be able to see all of the users in your company. Since Claudia is the one for whom Assign Anywhere isn't working, take note of her role - Office Manager.

Since you haven't really left the Settings page, click on the "Role Management" link.

 

This will show you the Roles used by your company. Click on the "Edit" link to the left of "Office Manager."

This will open the Role Management page.

There are a LOT of settings on this page. Think of it as a room of toothpick sculptures - really easy to break stuff. If you aren't super duper sure, call your customer success manager or Trella Support. 

 

We are looking for the box at the bottom. If none of these checkboxes are checked, we suggest the following steps:

• Turn on the three check boxes indicated. This should get Assign Anywhere working for Claudia.
• Call your Customer Success Manager to confirm the settings.

Final Troubleshooting step

If the above two steps don't fix the problem, make contact with your customer success manager or send an email to Support@TrellaHealth.com

 

 

Details

What happens when you do certain actions:

Action	Outcome in Marketscape CRM	Outcome in Marketscape Insights
You assign a physician/facility to a user in Marketscape Insights	A new contact for a physician or an account for a facility is created with the user as an owner. If the physician/facility is already a(n) contact/account the user will be added as an owner.
User is made an owner of a contact or account in Marketscape CRM		The user is assigned that physician or facility in all three lines of business.
A user's ownership is removed from a physician or facility in Marketscape CRM		The physician or facility is unassigned from all lines of business.

 

Since Assign Anywhere assigns a user to a physician/facility in Marketscape Insights to all three lines of business, if you remove the assignment from a user in only one line of business in Marketscape Insights, that will not remove ownership in Marketscape CRM. In order to remove ownership automatically from Marketscape CRM, you would need to un-assign a user from all three lines of business in Marketscape CRM.

 

 

Resources

• Marketscape CRM - Contacts
• Marketscape CRM - Accounts