Reporting

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

to include a filter to identify what the providers role was on the referral/ order

It would be helpful for Managers/Admins to be able to see all goals entered in the drop down box.

We currently have this at the user level but not at the Team & Agency

Change the format of the Event Close Rate Ratio from : ratio to match the Conversion Ratio % and be a %

we have a report (AE Advanced Summary Report) that shows calls WTD, but a quick call summary count by day would helpful to get a quick snapshot of a liaison's week. example: Mary completed 30 calls this week - Monday: 3 calls, Tuesday: 5 calls, etc.

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

Create a custom view and have the ability to assign it to specific users/roles

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits