Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Referrals

Showing 18 of 269

For the notification of referral or admit, please show the Physician name versus the patient.

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...
Ashley Scrimo 16 days ago in Referrals 0

Mobile App - Attach documentation

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.
Jessi Owens 20 days ago in Referrals 0

Mobile App - Manual addition of intake notes with templates

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake
Jessi Owens 20 days ago in Referrals 0

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 20 days ago in Referrals 0

CRM Mobile: Match referral to Order view

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type
Jessi Owens 20 days ago in Referrals 0

Connect to HCHB

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.
Guest about 1 month ago in Referrals 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 2 months ago in Referrals 0 Already exists

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 2 months ago in Referrals 0

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 2 months ago in Referrals 0

a comment/additional info section for Events notes

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?
Guest 7 months ago in Referrals 0