Track Information Unique to Your Healthcare Organization with Custom Fields

With a lot of profile tracking systems out there, it can feel overwhelming and confusing to determine which system might be right for you. Typical customer relationship management (CRM) and applicant tracking systems (ATS) solutions allow you to create profiles. However, they do not take into account the nuances involved in physician relations or healthcare recruitment and onboarding. Marketware does it all, from recruitment and onboarding to liaising for referral growth. We’ve worked with liaisons, recruiters, and onboarding teams alike to address the unique challenges within healthcare.

From a healthcare industry perspective, our profile records can capture a multitude of information that can be customized and tracked, ranging from a physician’s hometown, local ties, board certifications, professional areas of interest, and affiliations or privileges with groups and hospitals. For these healthcare-focused profiles, we compiled everything that felt important to track to grow referrals and retain the best physicians. While we covered the basics, there was still the need to provide a space for users to create custom fields unique to their organizations’ processes.

What are Marketware’s Custom Fields?

Custom fields are data fields you create to capture valuable insights for creating a process that fits your organization’s specific needs. These dynamic fields appear on records and related lists and consist of various customization options, including:

Type

Create open text response fields, yes/no indications, date fields, or a custom dropdown list.

Assigned Records

Fields can be applied to a single record type for people, places, practice opportunities, or multiple depending on the relevancy of the field.

Label

This is what the field will be called when appearing on a record or list.

Product Access

Control where this field will be available in the Physician Strategy Suite.

Group

Organize any of your custom fields based on a team or department makeup. You can also give groups a hierarchy by assigning an order to place the most important information at the top.

Learn more about groups →

How Custom Fields Benefit Healthcare Recruiters

While Marketware’s default healthcare-specific fields effectively cover the fundamental aspects of a physician candidate profile and open requisites, they may not fully address the unique needs of every organization. Custom fields allow recruiters to tailor their data collection to align with specific organizational requirements, ensuring that no critical information is overlooked.

In addition to provider-specific information on a profile, our recruitment workflow allows users to identify candidate-specific details related to a stage in the process. For instance, they can monitor whether a candidate has been hired or rejected along with any contract-related information that may be pertinent.

Moreover, custom fields facilitate deeper analysis by allowing organizations to monitor key metrics such as contracted dates vs. anticipated start dates. Recruiters can easily identify how negotiations are progressing for specific candidates, which is crucial for securing top talent in a competitive market.

By leveraging custom fields, healthcare recruiters can maintain a comprehensive overview of each candidate’s status and history, ultimately leading to more informed decision-making and improved hiring outcomes. This tailored approach not only enhances operational efficiency but also contributes to a more personalized recruitment experience for candidates, making it easier for organizations to secure top talent in an increasingly competitive market.

How Custom Fields Benefit Onboarding Coordinators

Ensuring all departments choreograph their parts correctly to see a provider start on time is a big undertaking. With so many moving parts in an onboard project, it’s vital to ensure information about who is coming aboard is front and center.

Provider information is tracked in 2 areas, the main profile and the provider profile card within their onboard project. While a lot of our data can be cross-functionally pulled from people and provider lists, we understand there are important start data details related to a provider card that need to be identified on profiles — and that these may differ depending on the organization.

Custom fields enable onboarding coordinators to gather vital data you need about the provider’s onboarding progress outside of the project itself. Track things like credentialing training status, completion progress, organization-specific ID numbers, and go-live dates for specific departments. Custom field groups can be utilized to group this information so the right team can focus on only their area. By creating custom field groups, coordinators can categorize this information effectively, ensuring that each team focuses on its relevant areas without sifting through unnecessary data.

In essence, custom fields not only simplify the management of provider information but also empower onboarding coordinators to ensure that nothing falls through the cracks during this crucial phase of integration. With clear visibility into each provider’s progress and requirements tailored specifically for their organization’s needs, teams can work in harmony towards a successful start for every new provider joining their ranks.

How Custom Fields Benefit Physician Liaisons

Navigating fields like network group and network status as well as payers and licenses are all default within the PRM. However, by leveraging these custom fields, physician liaisons can delve deeper into the nuances of their relationships with physicians and practices. For instance, you may want to identify the top 3 scrub brands a specific office prefers, or noting when a physician is scheduled for a vacation can significantly influence the timing and approach of office visits, making interactions more thoughtful and relevant.

Furthermore, custom fields are instrumental in referral growth planning. By identifying specialty-specific physicians who express interest in expanding their practice or services, physician liaisons can create targeted initiatives that support these goals. This level of granularity not only helps build a comprehensive knowledge base about the providers and facilities but also fosters stronger relationships that lead to increased referrals.

In summary, leveraging custom fields enables physician liaisons to gather vital information that supports their strategic initiatives and enhances collaboration with healthcare providers. This tailored approach ultimately contributes to more successful outcomes in referral growth and relationship management within the healthcare landscape.

How the Physician Strategy Suite Brings it All Together

Each custom field is automatically added to their respective list grid for easy reporting on the data. Quickly gather information about people who have a specific food allergy given a group practice lunch you are throwing to congratulate an increase in referrals that month. Identify which doctors have an EPIC training date on the same day to provide early intros for newly onboarding physicians. Marketware’s custom fields allow you to navigate the information you need, exactly when you need it to ensure everyone feels supported.