Creating Lists in MedScout
A Step-by-Step guide on how to create Lists in the MedScout platform.
Creation Date: May 16, 2024
Created By: Selina Bush
1. To begin creating a List in MedScout, you must have a Territory and Search selected.
2. Select Providers to add to your List by clicking the box to the left of each name or use 'Select page' to choose an entire page of Providers.
NOTE: Each page of search results lists 50 Providers. 'Select page' will select one page of Providers at a time. To add multiple pages of Providers to a Pipeline, you will need to navigate to each page and 'Select page'.
*Note: It is also possible to create a List of Sites by using the toggle shown below.
3. Once you've made your selections, click 'Add To List'.
4. Click on 'New List' if creating a new list or choose a previously created one.
5. Name your list. Click 'Create' once you're done.
6. Once your list is created, use 'Add to List' to move your selections.
7. MedScout flags your Prospects with a gray label. Access your List by clicking the gray label or 'Lists' from the platform header.
8. To customize this List view, use the 'Columns' button.
9. Any of these can be toggled on to add information to your List.
10. To download your List, click the Export button and choose a file format.
