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:

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