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Trella Health Unveils Mileage Assist within Marketscape CRM

In a significant advancement aimed at reducing the administrative workload and improving the accuracy of mileage reporting, Trella Health has officially launched a new feature called Mileage Assist within its Marketscape Customer Relationship Management (CRM) platform. This latest addition is designed to assist organizations in automating their mileage tracking processes, thereby facilitating better reimbursement practices and providing clearer insights into travel-related expenses for field teams.

Addressing the Challenges of Mileage Tracking

For many organizations, manual mileage tracking poses numerous challenges, from lost productivity due to time-consuming logging tasks to discrepancies that lead to reimbursement inaccuracies. The new Mileage Assist feature tackles these issues head-on. By utilizing advanced geolocation technology, it automates the process of verifying travel details, making event-based reimbursements straightforward and less prone to errors.

Anthony Trosky, Director of Product at Trella Health, emphasized the importance of reducing manual processes: "Manual mileage tracking creates unnecessary friction for both reps and managers. Mileage Assist integrates verification, automation, and transparency directly into the CRM workflow, which saves time for representatives and reduces reimbursement errors."

How Mileage Assist Works

The Mileage Assist feature integrates seamlessly into the existing Marketscape CRM. When field representatives are at an event, they perform a simple check-in that confirms their location against the scheduled event address and logs the relevant time. Once the event concludes, the system automatically computes the distance traveled, generating a mileage report without requiring manual entry or spreadsheet use.

Key functionalities of the Mileage Assist feature include:

• - Real-Time GPS Check-In: Confirms the user's presence at the event location and logs the time and mileage without hassle.
• - Manual Check-In Option: Should GPS not be available, representatives can still confirm their attendance, ensuring flexibility in various scenarios.
• - Configurable Event Eligibility: Administrators can define which events qualify for mileage reimbursement, fostering consistent workflows across the organization.
• - Customizable Check-In Radius: Users are required to be within a set distance from the event to complete a verified check-in.
• - Defined Starting and Ending Locations: Agencies can specify where mileage calculations should begin and end, whether at home, the agency, or another specified location.
• - Automatic Commuter Mile Deductions: Any non-reimbursable miles that occur between home and the agency are automatically deducted from the total to reflect accurate reimbursements.

Reaping the Benefits

Organizations that implement Mileage Assist can anticipate substantial financial and operational advantages. By streamlining the mileage tracking process, agencies can potentially achieve a reduction in reimbursement costs by 10-20%. Representatives are no longer bogged down by tedious data entry, allowing them to focus on their primary roles, while managers gain immediate visibility into travel patterns and expenses, enhancing oversight and control.

Additionally, the integration of Mileage Assist brings forth two pivotal reports within the Marketscape CRM:

• - Mileage Assist Details Report: Offers a detailed overview of visit-level activities, including check-ins and calculated mileage, thus allowing sales representatives and managers to verify trip details efficiently.
• - Mileage Assist Summary Report: This report provides a comprehensive summary of event completion rates, check-in activities, and user engagement metrics, aiding managers in monitoring compliance and usage of the feature across the team.

The deployment of Mileage Assist goes beyond just improving monetary efficiency. The accuracy of mileage claims fosters better data hygiene, encourages compliance with best practices, and ultimately leads to better governance in the field. "Mileage Assist does more than automate reimbursement; it enhances data quality, reinforces best practices and gives leadership a deeper understanding of field activities and travel requirements," stated Trosky.

About Trella Health

Trella Health has established itself as a leader in providing market insights and CRM solutions specifically for post-acute care, home medical equipment, and infusion services. With the introduction of the Repisodic platform, Trella is now extending its support to hospital discharge planning, aiming to empower organizations in making informed decisions that pave the way for increased operational efficiency and improved patient care outcomes. For more insights into Trella Health's solutions, including Mileage Assist, visit their website or follow them on social media.