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Portal SummaryWelcome to the Excel Health Market Intelligence Portal! Excel Health provides an easy to use Web-based portal to give you market knowledge based on the most complete and recent Medicare Part A & Part B data.
Excel Health puts reliable quarterly data into your hands which allows you to:
Track Market Share Benchmark vs. Competition Evaluate Referral Sources Increase Patient Compliance
Identify Growth Opportunities Help Hospitals Reduce Re-admits Promote your Quality of Care Maximize your ROI
With access to our portal you should be able to manage your accounts and thrive in your market.
Please send an email to Excel Health Support at [email protected] if you have any issues.
Please send an email to Excel Health Support at [email protected] if you have any issues.
Getting StartedBROWSER OPTIONSWhereas the Excel Health portals are designed and tested to provide a seamless experience in any Web browser, we recommend that you use Google Chrome if you are able to do so. To download Google Chrome, search for Google Chrome in your current browser or follow this link: https://www.google.com/chrome/browser/We test the functionality and user interface in the most popular browsers and have concluded that Google Chrome provides the best overall experience. Our second recommendation would be Mozilla Firefox. The third recommendation would be Microsoft Edge.
MOBILE DEVICES/TABLETSAlthough we do test the Excel Health Portals on various tablets, the product is designed for use on a desktop computer. Not all functionality will work on a tablet as it would on a desktop.
OPENING THE PORTALWhen you want to access the Excel Health Portal(s), navigate using the following link: www.ExcelHealthPortal.com.
The log in page allows you access to both Excel Health portals, Home Health and Hospice. Please make sure to have the Hospice or Home Health portal showing in the dropdown menu so you will navigate to your preferred portal.
Please send an email to Excel Health Support at [email protected] if you have any issues.
Please send an email to Excel Health Support at [email protected] if you have any issues.
FIRST TIME LOG IN
The first time you log in to the portal, you will need to set your password using the following procedure:
BackgroundWhen we create a user account in the Excel Health Portals, the only consistently unique identifiers for each user is their username and their email. Obviously, a new user will not know their username, so the Username and Password retrieval process uses their email address. This process provides a way to retrieve your username and set a new password.
Retrieving your Username and PasswordAlthough this document is for new users, the procedure will be helpful in the following scenarios:
You are a new user and want to retrieve your username and set a new password for the first time.
You have forgotten your password and need to reset it.
Step 1) Navigate to www.excelhealthportal.com.The Login page will look like this:
Please send an email to Excel Health Support at [email protected] if you have any issues.
First Log in Procedure with no pictures:1) Navigate to
www.excelhealthportal.com2) Click on “New account/Forgot
password.”3) Enter your username or company
email in the empty field.4) Click email me5) Open email and click on “Reset
Password.6) Enter a password of your choice in
both fields.7) Click Reset Password.8) Log in to Portal with Username
and new password.
Step 2) Click on “New account/Forgot password.”This will open a new page (on right)
Step 3) Click on the empty field and type your company email address.
Step 4) Click on “Email Me.”
When you click on, “Email me,” there are two possible responses:
ErrorIf the username or email address are NOT in our database, the following error will be displayed:
If you get this error, close the dialog box and try again.
If you get this error three times, send an email to us at [email protected]
SuccessIf the username or email address is in the Excel Health user database, you will see the following:
Please send an email to Excel Health Support at [email protected] if you have any issues.
Step 5) Check your email. Be sure to check your junk email if the email is not in your inbox.A successful entry will generate and email that looks like this:
Notice that the email contains a reset token – it has 8 random characters and is valid for 15 minutes.
Step 6) Click on the “Reset Password” link in the email. (This might require ctrl-click)The link opens the following page in your browser:
Step 7) Enter your new password into both fields
Step 8) Click the “Reset Password” button.
Please send an email to Excel Health Support at [email protected] if you have any issues.
Your password has been reset. You now have a working username and password. Return to the Login page so that you can log in and explore the Excel Health Portal(s).
Now that you have logged in you will see the My Portal page.
PASSWORD CHANGEIf you ever want to change your password.
Click on the word “Support” in the top right corner.
On the Support page, click on “Change My Password” under User Settings
Once you have changed your password, click “Save.”
Please send an email to Excel Health Support at [email protected] if you have any issues.
Understanding the Portals
The purpose of this Help Center is to provide simple and easy to find support content for the following categories of information:
Basic Functionality - We want you to be able to use all of the powerful features in the Portals. There are many articles that include how to navigate the portal, how to use the different filter tools, as well as sorting and searching. There are also articles on administrative tools, changing passwords, account management and more. The Excel Health Portals are a tool and we help you to become a master user.
Understanding the Data - There is a massive wealth of data in the Excel Health Portals. Each page and most tables have articles that explain the purpose and meaning of the metrics included. We define specific metrics, show you what to look for, and draw the proper connections and conclusions. Some metrics are subtle, some raise interesting questions and open up avenues for further investigation. We help to navigate through the ocean of data to the desired destination.
Usage Insights - What's the point of great metrics if you can't put feet on it? We provide tips on how to use the data to target physicians, evaluate a hospital, and track down good sources for new patients. Our mission is to help you to succeed at your mission.
Frequently Asked Questions - As we receive questions from you, we make the answers available here for future reference. The F.A.Q's are very specific and provide deeper insights into some of the more critical metrics in the Portals.
Critical Concepts - There are numerous concepts that sit behind the data that are required to understand the meaning and value of the metrics or how to use the insights the data provides. Many of these concepts are explained in articles as a helpful reference.
How to enter the Help Center1) You can gain access to the Excel Health Help Center from within the portal by clicking on
the “Help” link in the top navigation.
Please send an email to Excel Health Support at [email protected] if you have any issues.
2) The direct link to the Help Center is https://support.excelhealthportal.com/hc/en-us.
Many of the videos from the Excel Health University are included in the Help Center.
Please send an email to Excel Health Support at [email protected] if you have any issues.
