Overview

In Marketscape Insights, on the Explore page, under each tab, there is a single table that displays all providers, post-acute facilities, referrers or suppliers in the states for which your company has a contract. You can filter, sort, and browse this table to narrow the entries displayed to match very specific criteria.

Differences between the modules

Each module of Marketscape Insights displays the most relevant metrics depending on your agency's type. For example, Marketscape Insights for Hospice will have different tables and metrics from Insights for HME/Infusion, Home Health, or Skilled Nursing. We provide different metrics to answer different questions.

In addition, every Explore page has tabs for different types of entities that provide access to metrics relevant for each entity type. These are shown in the following table:

Module	Tabs
Home Health
Hospice
HME/Infusion
Skilled Nursing

If you look at the table of images above, you can see that there are many different types of organizations or physicians that will be the focus of the different Explore pages. Since this article is an overview of features relevant to all Explore pages, we will use the terms entities or entries to refer to the organization/person represented in each record in the tables.

Where to find the details for each Explore page

To highlight the differences between each Explore page, there is an additional article for each page for every different entity type in each module. If you want to jump directly to an article with the details, click on one of the links in the table below:

Module

Home Health

Hospice

HME/Infusion

Skilled Nursing

The Explore page

Use the following image as a guide to explore the features and functionality of the Explore page.

Click the matching number below the image to immediately jump to a numbered feature.

Left Navigation - The navigation panel on the left is visible on every page of Marketscape Insights.

Click on the "Explore" button to navigate to the Explore page

Product Navigation - If you click the dropdown that identifies the current Trella Health product you are using, the remainder of the product navigation panel will open.

With this open, you can navigate to any Trella Health product to which you have access. Click on the desired product.

This feature is universal to all Trella Health products

Global Search - To find any entity, you can type in the relevant name or NPI into the search field. For a specific match, a single entry will be shown (left image, below). If your search returns numerous responses, a list will be shown through which you can scroll. (right image)

Clicking on an entry will open the Analyze page for the entry you chose.

Searching for "Watson" is likely to generate a lot of returns. Even if we searched for "Watson John," we might not find the John Watson Memorial Hospital.

Click the "All" button to the right of the Global Search field and the options to the right will appear. If you click on "Facilities" the global search will only return facilities.

The options available in this filter will depend on which Marketscape Insights module you are using, but the functionality will be the same.

Account Settings - If you click on the button at the top right of the page, the menu shown to the right will open.

Settings shows information that you don't need for any reason, at least for now.
Admin - Clicking this will open the Marketscape Admin tools. You will only see this option if you are an account administrator.
Log out - Clicking this will log you out from all Trella Health products.

If you want to log out, it is advisable to close all browser pages and tabs that have any Trella Health products open.

Entity Type - Clicking on the tab for a specific entity type will open a new tab of metrics focused on the selected entity type. Click on the tab for which you want to browse entries. The image below is from Marketscape Insights for HME/Infusion.

To see a list of existing tabs for each module, see Where to find the details - above.

Filters - The filters are a powerful tool to help you find specific entries in the main table using selected criteria. Using filters you can quickly narrow the entries and metrics in the table to specific location(s), counts of patients, code sets, and a lot more.

In almost every use of the Explore page, you will start by setting filters.

The filters available are different for each entity type.

Quick Examples

Location Filter

Use case - you want to look at entities in a single county or city.

Click on the Location filter button to open the interface. You can then select a state or states, and any number of counties in the chosen states.

Some details

The box at the top left of the image shows the details of the selected filters.
Click on the checkboxes to add states, counties, cities or ZIP codes
Once you have the settings you want, click the "Save as My Default Location" button at the top right, and the current settings will be saved

Range Filters

Use Case - you want to find entities that treat a specific number of patients in a year.

Range filters allow you to select a numeric range for several different metrics in the table. You can drag the sliders or type numbers into the fields.

The range filters available will be different for each provider type.

For more information on using filters, see Filters - Overview and Strategy. This linked article contains general use instructions.

Views - After you set up your filters and sorting, you can save those settings in a view using the "Save As" button to the left of the "Select Saved Views" field. When you save the current settings in a view, you will be able to name the view, and then, you will be able to select the view again later.

This will allow you to make custom display settings for the table once and use those settings over and over. This will be especially helpful because the data in Marketscape Insights is updated quarterly.

Steps


When you click the "Save As" button to the left of the "Select Saved Views" field, the dialog box pictured to the right will open.
Select a view name that is memorable and specific. If you save many different views (which is advisable) you will want to be able to identify which is which at a glance. Naming a view by territory, or by the name of the sales rep for which the view applies may be helpful.

The image in the row above shows the options for using views. Delete - Since the view we created above is visible as the active view, we can delete it by clicking the delete button. You will not receive a confirmation when you click the "Delete" button. Save As - You can always save a view with a different name, or with the same name if you made changes. View Details - Click the button to view the details of the active view. The image at the right is what will appear. In short, all current filters open in one dialog box so that you can see the settings and make changes if you want. Reset Changes - Click the button to reset the filter settings to the saved settings for the active view. Using these tools allows you to tweak settings for a specific view and then save the new settings, or reset to a previous save.
Share View - Once you have created a view, you are able to share the view you created with other users by clicking the "Share View" button. Do Not Share - - There is no reason to use this option. If you don't want to share a view, don't click the "Share View" button. Just click the "Cancel" button My Organization - This option will share the view with every user in your company.
My Contacts - Selecting this option will open the additional list shown in the image on the right. You can then search or browse the list to select one or more users from the list. The "Share View" tool is especially useful for managers who want to help their reps to set up views tied to specific territories. Click the "Share" button to share the view with the chosen users.

Clipboard - The Engage page is designed to help you create presentations that include images of tables and charts of interest. At the top right of many tables you will see the clipboard icon - . Clicking this icon will add that chart or table to your Clipboard list for use in a presentation. Then, when you click on the Clipboard icon you can see a complete list of the charts and tables you have added to the clipboard.

Click on the checkbox to the left of a listed entry to add it to a presentation.

The Explore page table can't be added to the clipboard - there are too many metrics and entries. In general, you would only use the clipboard tool on the Engage page, although you have the option of looking at your clipboard list with the Explore page open.

Recent Providers - Clicking the

icon will open a list of entities that you have viewed recently. Clicking on any of entries in the list will open the Analyze page for that entry.

Columns - You can choose which columns are displayed in any Explore page table. In addition, you can re-arrange the columns.

Choosing Columns

To select which columns are visible on any Explore page follow these steps:

Click on the icon at the top left of the table. The following dropdown selection opens:

Click on the checkbox at the left of any column name to toggle the checkbox on or off.

Columns with a check will be displayed in the table

Click the "Apply" button to apply your changes to the table
If you want to reset the column settings to their prior state, click the "reset" button.

The table will display only the columns you selected.

Moving Columns

Click and drag any column to a new location as shown in the following animation.

If you want to restore the columns in the table to the original order, click the "Reset to Default Order" button.

Table Search - You can use the table search to find a specific entry in the table by name, NPI, or Alias. In the example below, we were looking for John Grimes in the Physicians table.

A couple details

Notice that we searched for "Grime" and that the partial entry generated the desired results.
Every entry that matches the search parameters will appear in the table.

Advanced Search

Beneath the table search field is the "Advanced Search" link.

Clicking this link will open the "Advanced Search" dialog box. (Shown at right.)

Enter a specific search parameter in a single field or multiple fields to search the entries in the table in great detail.

Click the "Search" button when you are done.

This search will compete with existing filters. For example, if you choose a specific code set in the "Code Set" filter, entering a different code set in the Code Set field in the "Advanced Search" dialog box will result in no results in the table.

The best use case for the advanced search is to type in the name of a city or county. This will have the same results as using the "Location" filter, but takes fewer steps.

Group Actions - Using this feature, you will be able to select multiple entries from the table and perform different actions to the entries you select.

Step one - Click the check box or boxes to the left of the names of the entities upon which you want to perform a group action.

Step two - Six Options - click on one of the buttons.

1 - Favorite - This will make the selected entries your favorites. You can filter many tables in Marketscape by your favorites by using the "Favorites" toggle at the top of the table.

2 - Target - This will make the selected entries your targets. You can filter many tables in Marketscape by your targets by using the "Targets" toggle at the top of the table.

- When you click on the "Target" option, the following dialog box will open with the following options

- Choose a target type from the options

- Choose a priority level

- <Optional> Choose a recipient to be assigned the targets

3 - Sales Spotlight - Clicking this option will open a dialog box where you can choose a user to receive a Sales Spotlight email for each entry selected. Click the "Send" button after you select the recipient.

For more information, see The Sales Spotlight Email.

4 - Assign User - Clicking this button will open a dialog box where you can assign the selected entries to a user in your company.

5 - Unassign User - Clicking this button will open a dialog box where you can unassign the selected entries from a user in your company.

6 - Custom List - This button will open a dialog box that will allow you to create a custom list to which the selected entries will be added. You can also add the selected entries to an existing list, or remove the selected entries from an existing list.

New - Click on "Create New List" to create a new list.
- The dialog box shown at right will open
- Choose a name - then click the "Save" button
- You will then be able to select your new list in the dropdown (below)

- Click on the "Add" button

Existing - Click on an existing list and click the "Add" button

Removing entries - if you want to remove the selected entries from a list that already exists, click on the existing list, then click on the "Remove" button.

Use Selected vs Select Top X NPIs

At the top of the "Add/Remove from Custom List" dialog box, there are two options.

Use selected NPIs will either add or remove the entries that you selected for this group action.
Select Top X NPIs - If, however, you have filtered and sorted the table to display the top entities that match your desired criteria, you can add the top 10, 15, or 25 entries to a new or existing custom list.

Excel Export - Once you have filtered the data, clicking the "Excel" button will export the entries in the table as an Excel spreadsheet. This will allow you to slice and dice the data using the spreadsheet tools.

Sorting/Definition - Clicking on the text of a header name in any column will sort the table by the metrics in the chosen column. (See more below)

Definition - Clicking on the "i" button will open a definition for the metric in the column.

Sorting

Value! - If you are looking for physicians a specific territory with the highest counts for a specific metric, the process is two steps simple!

Set up the Location filter for a specific territory
Click on the column header for the desired metric!

The physicians with the highest counts are sorted to the top - browse, export, or create a custom list!

An arrow will indicate whether the column is sorted ascending or descending
Descending order - Highest at top	Ascending order - lowest at top

If a column is not sorted, the first click will sort the table on that column in descending order, a second click will sort ascending, and the third click will turn sorting off for that column.

There is always a default column by which the table is sorted if no other sorting choices are made. You can generally tell by looking at the table which column is the default because that column will be sorted in descending order.

Simple Sort

At the top of the table is a toggle button that will allow you to turn simple sorting on or off

With Simple Sort off, you will be able to sort by multiple columns. For example, you could sort the table by Medicare FFS Claim Counts and then by Medicare FFS Patient Counts.

You can combine multiple ascending and descending sorts by different columns

With Simple Sort on, you will only be able to sort the table using a single column/metric.

You can remove the current sorting settings by clicking on the "Clear Sort" button.

Preview/Link/Target/Favorite - Each row has a few shortcut tricks that you will find useful!

Preview - Clicking the magnifying glass icon will open a preview table of the top source or destination entities for the entry in the row.
Link - The name is a link that will open the Analyze page for the selected entry.
Target - Clicking the target icon will immediately mark the entry as a target - a dialog box will open with additional options:

Target Type

Use the "Target Type" dropdown to select a target type from the list shown.

Priority

Use the "Priority" dropdown to select a level of priority from the list shown.

Add an assignee

Use the "Add Assignee" dropdown to assign the selected provider/referrer/supplier to a user you select from the list shown.

Favorite - Click the heart to make the entry in the row one of your favorites.

Main Table - This is where you will find the metrics you are looking for.