Accounts & Contacts

To provide Users to add notes without setting up an event.

either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile

One provider may work at multiple facilities (Accounts).

All sales people would benefit

In mobile it is very easy to miss adding an account to a contact

Will provide more ability to organize long lists of Views that are created by end use, or other categorial measure for a cleaner look and easier way to find the list needed at a given time.

I can see all physicians that are at that address and choose the one I’m looking for.

The current system defaults to the current month, the system should allow you to view the most recent call notes for last 30 or 60 days.

The customer finds it more convenient to search for accounts using the address, especially when multiple accounts share the same name. They can effectively pinpoint the correct account by identifying the address.

is there a way that the platform will automatically enter the address when we add a new contact to a facility?