Terms & Definitions

Alumni Profile

A record created from a Person in the Alumni module that allows users to record communication, life events, and surveys on an individual after they've completed a service within your organization.

Company

An object or entity associated with a Contact. A Company can be associated with many Contacts. A Company is most commonly used in Supportable to gather analytics and reporting on organizations/providers that contain many referral sources. For example, a case management agency with many case managers.

Contact

A person, object, or entity most often—but not always—associated with a Person. A Contact can be used/leveraged in a number of different contexts, most commonly to be communicated with as it relates to a specific referral or as a means to perform marketing and outreach activities on.

Global Lists

Global Lists (also called company Data Sets) are centralized, reusable lists of values your organization uses across Supportable — for example, referral sources, payers, locations, or custom pick‑lists. Maintaining Global Lists ensures consistency in data entry, reporting, and automation.

Marketing Profile

A record created from a Contact in the Marketing module that allows users to record communication with. Marketing Profiles are used to determine the effectiveness of communication in an effort to increase quality referrals.

Person

An individual who might receive, is currently receiving, or has received service from your organization. A Person may also be commonly referred to as a Client or Patient.