Blitz Mode
Welcome to our guide on using Blitz Mode! This feature is designed to streamline your workflow by allowing you to cycle through individual profile pages directly from your reports. Whether you're reaching out to members on a specific plan or need to gather additional information, Blitz Mode makes it easy to stay organized and efficient. Let’s dive into how to get started!
What is Blitz Mode?
Blitz Mode is a powerful tool that enables you to navigate through the profile pages of individuals in a list seamlessly. Instead of toggling back and forth between the Reporting page and individual profiles, you can generate a Blitz to view each profile one by one. This is particularly useful when you want to call members on a specific plan and need to take notes or review additional data.
How to Start a New Blitz
Follow these simple steps to initiate a new Blitz:
From the Reporting page, run a report using the Report Builder with your desired filters.
Once you have your results, click the purple "Actions" button and select "Blitz Mode."
If you have any Blitz sessions already in progress, you can choose to pick up where you left off or click "Start new Blitz with report results."
After starting the Blitz, you will begin with the first individual in your report list.
Navigating Through Profiles
To move to the next individual, simply use the navigation section located at the top of the profile page. This allows you to easily cycle through each profile without losing your place.
Exiting and Resuming Blitz Mode
You can exit Blitz Mode at any time. If you need to take a break or attend to other tasks, don’t worry! The system will save your progress. To resume, just return to the Reporting page and click on Blitz Mode again to pick up right where you left off.
With Blitz Mode, managing your member interactions has never been easier. Enjoy the streamlined experience and make the most out of your time with MedicareProCRM!