Skilled Nursing Facilities

Creating a CRM Account

In your Accounts list for CRM, you can create a new account to use in your CRM system and associate to Contacts and Leads. Your Accounts list populates from the External Facilities List and vice versa.

  3. Enter the New Account Details.

  • Before adding a new account, always search first to avoid creating duplicate accounts.

  • Primary Contact - enter the primary contact's name for the account. Other contacts can still be associated.

  • Secure email - used for the Secure Conversations product.

  • Object Identifier - Used for Vendor integration for the Continuity of Care Document (CCD).

  • Inactive Account - you check when the external facility account is not being used in your CRM system.

  • Account Type is a list that pulls from the external facility types Pick List.

  • NPI - entered when the account has an associated NPI.

  • When you create a new CRM account, it populates to the External Facilities listing as well and vice versa.

  • Only CRM Accounts can be inactivated.