Portfolio™ Sourcing Tools
Data Management Features
Portfolio™ is a data management system that offers numerous flexible tools, allowing you to plan, customize, collaborate, monitor activity and expenses, and export data.
Plan, Customize, Collaborate
- Send and track email campaigns
- Monitor activity through an unlimited number of customizable notes, reminders, activities, and milestones
- Track expenses for each opportunity and candidate
- Edit physician data or create your own detailed physician profiles
- Export mailing lists and calling lists for large or small candidate pools
- Display and print a variety of reports to track each aspect of the provider recruitment process
- Collaborate and share information with coworkers
- Post job opportunities directly to the PracticeMatch Career Center
Monitor Activity and Expense
- Create an unlimited number of customized notes, reminders, activities, milestones, and expense records
- Attach your notes to individual candidate profiles or entire folder of candidates
- Easily track the recruiting status of any candidate
- Specify your own Milestones and note types, customizing notes for your specific needs
Export Data
- Easily export mailing lists, report information, and other types of files
- Select from a variety of file formats for convenient use with desktop applications
- Download information directly to a computer, or email it to your mail house
- Get lists formatted for use with label printing software, mailing house, or your own list and label applications
Free, No-Obligation Walkthrough or Consultation
We'd love to tell you more about how PracticeMatch can make your job easier: