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Submitted URL: https://sl.trellahealth.com/t/11828/c/1a83e4ef-47ac-438b-943a-0fe52a7508d7/NB2HI4DTHIXS653XO4XHI4TFNRWGC2DFMFWHI2BOMNXW2L3SM...
Effective URL: https://www.trellahealth.com/resource-center/case-study/prism-health-care-services-data-and-crm/
Submission: On October 07 via manual from IN — Scanned from DE
Effective URL: https://www.trellahealth.com/resource-center/case-study/prism-health-care-services-data-and-crm/
Submission: On October 07 via manual from IN — Scanned from DE
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PRODUCT LOGINSSUPPORT CAREERSCONTACT US * Solutions * * Solutions By Product * * Market Insights Identify the right referral targets with unparalleled market data and cultivate relationships with actionable insights. * Customer Relationship Management (CRM) Focus on the right accounts, at the right frequency, to optimize revenue with data-infused relationship management. * Sprout — NEW! — Built for Smaller Agencies Enable your smaller PAC organization with access to physician and facility profiles and a dedicated analyst. * Strategic Consulting Services Achieve consistent and intentional growth with a refined framework for assessing and defining your growth strategy. * EHR and API Integration Clinically connect teams through EHR and API integrations to improve referral conversion rates. * Marketscape Strategy Gain visibility into referral networks, evaluate performance, and optimize care to improve patient outcomes. * Marketscape Platform Reach your full potential with an integrated suite of solutions built to help you strategize, execute, and grow. * VIEW ALL SOLUTIONS >> * * Solutions By Market * * Home Health * Hospice * Skilled Nursing * Home Medical Equipment * Infusion * * JUST RELEASED! Post-Acute Care Industry Trend Report: 2023 Edition See national and state-level market performance, trends, and benchmarks – get your copy now! DOWNLOAD YOUR FREE COPY >> * Resource Center * * * Blog Stay up-to-date with the latest post-acute, HME/DME, infusion, and other healthcare trends, news, and topics. * Resources Check out industry-leading educational resources — from market trend reports to recorded webinars — and more. * Newsroom Read the latest press releases and company announcements to learn how we are innovating for you. * * JUST RELEASED! Post-Acute Care Industry Trend Report: 2023 Edition See national and state-level market performance, trends, and benchmarks – get your copy now! DOWNLOAD YOUR FREE COPY >> * About Us * * * Leadership A leadership team dedicated to improving your business results and empowering meaningful change in healthcare. * Meet The Team Meet the Trella Health team and connect with each of us on LinkedIn to keep the conversation going. * Partners We work with the best-of-class technology and consulting providers in the healthcare industry to empower our customers. * Associations We take pride in partnering with associations that educate, advocate, and bring change to benefit organizations like yours. * * JUST RELEASED! Post-Acute Care Industry Trend Report: 2023 Edition See national and state-level market performance, trends, and benchmarks – get your copy now! DOWNLOAD YOUR FREE COPY >> * Request a Demo >> Close * Solutions * * Solutions By Product * * Market Insights Identify the right referral targets with unparalleled market data and cultivate relationships with actionable insights. * Customer Relationship Management (CRM) Focus on the right accounts, at the right frequency, to optimize revenue with data-infused relationship management. * Sprout — NEW! — Built for Smaller Agencies Enable your smaller PAC organization with access to physician and facility profiles and a dedicated analyst. * Strategic Consulting Services Achieve consistent and intentional growth with a refined framework for assessing and defining your growth strategy. * EHR and API Integration Clinically connect teams through EHR and API integrations to improve referral conversion rates. * Marketscape Strategy Gain visibility into referral networks, evaluate performance, and optimize care to improve patient outcomes. * Marketscape Platform Reach your full potential with an integrated suite of solutions built to help you strategize, execute, and grow. * VIEW ALL SOLUTIONS >> * * Solutions By Market * * Home Health * Hospice * Skilled Nursing * Home Medical Equipment * Infusion * * JUST RELEASED! Post-Acute Care Industry Trend Report: 2023 Edition See national and state-level market performance, trends, and benchmarks – get your copy now! DOWNLOAD YOUR FREE COPY >> * Resource Center * * * Blog Stay up-to-date with the latest post-acute, HME/DME, infusion, and other healthcare trends, news, and topics. * Resources Check out industry-leading educational resources — from market trend reports to recorded webinars — and more. * Newsroom Read the latest press releases and company announcements to learn how we are innovating for you. * * JUST RELEASED! Post-Acute Care Industry Trend Report: 2023 Edition See national and state-level market performance, trends, and benchmarks – get your copy now! DOWNLOAD YOUR FREE COPY >> * About Us * * * Leadership A leadership team dedicated to improving your business results and empowering meaningful change in healthcare. * Meet The Team Meet the Trella Health team and connect with each of us on LinkedIn to keep the conversation going. * Partners We work with the best-of-class technology and consulting providers in the healthcare industry to empower our customers. * Associations We take pride in partnering with associations that educate, advocate, and bring change to benefit organizations like yours. * * JUST RELEASED! Post-Acute Care Industry Trend Report: 2023 Edition See national and state-level market performance, trends, and benchmarks – get your copy now! DOWNLOAD YOUR FREE COPY >> * Request a Demo >> Close Case Study PRISM HEALTH CARE SERVICES: DATA AND CRM – A WINNING COMBINATION TO DRIVE HME BUSINESSES FORWARD HOW MARKETSCAPE INSIGHTS AND CRM GUIDES HOME MEDICAL EQUIPMENT SALES TEAMS IN TARGETING THE HIGHEST VALUE REFERRAL SOURCES AND STREAMLINING THEIR WORKFLOW ON THE ROAD. BY KATHERINE ENGLUND | JANUARY 5, 2023 Prism Health Care Services has over 20 years of experience in the durable medical equipment industry. Prism provides individuals in the greater Chicago metropolitan area and Northwest Indiana with the right medical equipment and training to stay safe and healthy within their homes. Their mission is focused on providing the highest quality health care products and services while delivering the best customer service. To help their team gain market and performance visibility to make informed decisions on targeting the best referral sources for their business, Prism Health Care Services became a Trella Health customer in 2019, now utilizing Trella’s Marketscape Insights data intelligence platform and CRM solution. Prism executive Darren Van Dyke, VP of Sales, and Account Executives Patrick Finnegan and Will Barry shared their experience using market data and CRM, and how this increased visibility guides them in their strategic planning as well as day to day operations as they work towards their business goals. HOW HAS TRELLA’S SOLUTION GIVEN YOU ACTIONABLE DATA-DRIVEN INSIGHTS? “The main focus for our team is respiratory. We primarily target skilled nursing facilities, cardiologists, and pulmonologists, and are going into hospitals, family physician’s offices, and internal medicine practices. With Marketscape Insights, we are able to look at the data related to our code sets, and drill down into specific physicians to see how much they’re ordering, what their insurance mix is, and where they are located. From there, we identify these as our key targets and know to implement them into our routes,” explained Pat Finnegan. Darren Van Dyke added, “The data also helps us understand who not to target, so our team can be more efficient in our sales tactics. We are looking to continue to utilize Trella Health as a part of our strategy for 2023 to meet our goals and be able to target the correct referral sources.” Marketscape Insights includes commercial payer, Medicare Advantage, Medicaid, and Medicare FFS data. Trella Health has access to 100% Medicare Part A and B Fee-for-Service claims as a CMS innovator. AS A SALES TEAM, WHAT EFFICIENCIES HAVE YOU SEEN IN USING A CRM? “We utilize this CRM platform to plan out our calls and use it to do basically a two week to a month call out or route plan to make our sales calls,” said Van Dyke. “Checking the integration of orders received from the day before and seeing what orders we received. Then, using the data to target new areas. When you are trying to tweak your schedule, that’s when this information is used the most. I can use the CRM out in the field on mobile, or I can use it for my planning the night before. If I am going into a physician’s group and somebody that I want to talk to isn’t there, I can pull up Trella and find another physician in the same area on the fly to visit them,” said Barry. “I agree that knowing the orders from the day before is very beneficial. It’s a huge part because then we can identify if they are a new referral and set out to go visit them since they’ve never sent us anything before. This is key in continuing to build that referral relationship,” Finnegan added. WHAT ARE YOUR TEAM’S FAVORITE FEATURES IN MARKETSCAPE INSIGHTS IN COMPARISON TO YOUR PREVIOUS DATA PLATFORM, MARKET INSIGHT IN EDGE? “In general, Marketscape Insights is more detailed. The data is just better now and it’s more organized. We can make custom lists, favorite lists, all of which we didn’t have before. The data is laid out in a more user-friendly way, which makes it an easier and more streamlined process when using it for targeting,” said Barry. WHAT WOULD YOUR ADVICE BE TO SOMEONE CONSIDERING USING TRELLA HEALTH? “The platform is user-friendly, and not hard to figure out. The more I use it, the more functionality I find, and the more benefits I see for myself and the Prism team,” said Barry. Finnegan added, “All of the data that’s included within the platform is what really intrigues me. We are very data-driven, so if we can see what hospitals these doctors are out of, that’s very big for us. I’m a visual learner, so the added charts and graphs for Physicians and Organizations are awesome for us.“ I also like the way you can break down your search for your new targets. You can break it down by zip code, by county, etc. There are just so many more filters available to you than what we previously had. This ability to filter makes it easier and faster, which that in turn is a money and efficiency saver.” READY TO LEARN MORE Trella Health is grateful to have HME organizations like Prism as a valued and trusted partner who supports our mission towards smarter growth and healthier outcomes. To learn more about Prism Health Care Services, visit their website here. Gain the freedom to have data at your fingertips while on the go with our CRM mobile app (download on Apple Store | Google Play). ADDITIONAL RESOURCES Press ReleasePress Release SEPTEMBER 19, 2023 PRESS RELEASE: TRELLA HEALTH ANNOUNCES INVESTMENT IN NEW DATA ENHANCEMENTS FOR HME AND INFUSION ORGANIZATIONS – INCREASING CLAIMS VOLUME BY 2X Read more WebinarWebinar SEPTEMBER 13, 2023 WEBINAR: UTILIZING THE REFERRAL GROWTH METHODOLOGY: YOUR ROADMAP TO SMARTER GROWTH Read more Press ReleasePress Release AUGUST 23, 2023 PRESS RELEASE: TRELLA HEALTH MAKES THE INC. 5000 ANNUAL LIST OF FASTEST-GROWING PRIVATE COMPANIES IN AMERICA FOR THE SECOND CONSECUTIVE YEAR Read more EXPLORE MORE RESOURCES ABOUT THE AUTHOR: Katherine Englund, Product Marketing Manager With a background in medical device and healthcare marketing, Katherine is passionate about supporting innovative product releases, driving product adoption, and creating impactful content as a Product Marketing Manager at Trella Health. After graduating from Quinnipiac University with a bachelor’s degree in Biomedical Marketing and her MBA, Katherine began her career in medical device marketing and moved into patient care team marketing prior to joining Trella. At Trella Health, Katherine continues her passion of working in the healthcare industry, aligning with Trella’s mission of achieving smarter growth and healthier patient outcomes. PRODUCT LOGIN SUPPORT CAREERS CONTACT US HEALTHCARE DATA SOLUTIONS: * Home Health * Hospice market intelligence and CRM * Skilled Nursing * Home Medical Equipment * Infusion RESOURCES * Blog * Events * Newsroom * Resources ABOUT US * Leadership * Meet The Team * Partners * Associations © Copyright 2023 Trella Health LLC. All rights reserved. Privacy Notice Notifications