Getting Started

• Activation Emails
• Logging In
• How To Reset Your Password

Workflow Basics

• How To Create A List
• How To Filter Physicians by their System Affiliation
• How To Search By Hospital Systems
• Pivots Feature
• How To Search For Contacts

  1

• Extended Search Panel

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Understanding The Data

• Facility Reports (Summary)
• Physician Reports (Summary)
• Navigating Search Results
• Handling Sales Objections

Report Workflow

• How To Run A Report
• How To Create A New Report Template
• Report Settings
• Report Settings: How to change the year

Physician Report: Report Sections

• Physician Demographics
• Procedure Summary
• Referrals Market
• All Referrers
• Sunshine Act

Facility Report: Report Sections

• Facility Demographics
• Market Share
• Procedure Summary
• Case Loss
• Patient Treatment Destinations
• Physician Affinity

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Data & Sources

• Timeliness Of The Data
• Consolidated Billing
• Types Of Medical Codes
• Extrapolation Methodology
• Carevoyance Care Clusters

FAQs

• Troubleshooting
• Change Requests
• Workflows
• Other