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:

Email Us Call Us Schedule Portfolio™ Tools Demo

What Our Clients Are Saying

Gregory Emerick — UCHealth

Andrea Leland — Dartmouth Health

Nicole Reissmann — Aspirus Health

Nikki Zelman — GastroHealth

Shawna Roach — Akron Children's Hospital

Donna Shelby — CMH