Marketware Introduces Saved Lists for Recruit & Onboard

Our Physician Strategy Suite now features Saved Lists, enabling users to easily navigate to their most important records by creating custom lists out of people and places. This functionality is highly useful if certain records need to be tracked or if you need more convenient access to records.

How Saved List Work

To create a saved list users will select the people and/or place records they want to add to a list. Once records are selected an ‘action menu’ will pop up, giving a user different options:

• Add to Onboarding Project
• Add to Practice Opp
• Add to Saved List
• Assign Onboarding Coordinator
• Assign Recruiter

Users will select the ‘Add to Saved List’ option. This will then pop-up a window where users can name and create a new list or add to an existing list. Once an option has been chosen, the record list will be refreshed and the saved list for which the records were added will be applied.

Saved List vs Quick Filter Lists

Saved lists can be accessed from the main list filter controls and will be identified with the label which differs from a quick filter list. Quick filter lists are lists that have been filtered down to a selection of filters and saved for easy filtering.

Saved lists and quick filters can be combined to narrow the list down even further. This may be helpful if you have a list of records, you are tracking and only want to see certain records related to a specialty that is often looked at or even further, a specialty within a certain state.

With saved lists and quick filters, finding the information is faster and easier.

Demo — Physician Onboarding

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Tool Kit — Physician Onboarding

Physician Onboarding Plan

To succeed in a new provider’s ramp-up, day-to-day effectiveness & long-term retention, you need a comprehensive physician onboarding plan that…

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