Referrals

In the Trella mobile APP, under the upper right corner where the bell is- the notification of referral or admit, it would be great if it could show the Physician name versus the patient. This would allow users to quickly check for any new referral...

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?

we have a 'Parishes and Churches' parent account, which primarily serves to group together all the parishes we market to. However, we are wondering if it's possible to view all the events, as well as historical call notes from the past 30 days, in...

When analyzing visit frequency it would be nice to highlight accounts that calls out accounts that have not been visited in the visit frequency defined. IE if I define weekly visit frequency and I have not visited the account in a month it is high...

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake

Allow Admins / Leaders to see Referrals and Orders that their Team Owns

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type

If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.

Include patient dare of birth in the notifications