Reporting

Users can use the data from the CRM without the need to export and use pivot charts. It would be helpful to have a graph they can share with others in the organization.

Month-over-Month historical user trending report

Reporting for Conversion ratio by LOB matched against state and national average

customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot

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

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.

Ability to see referrals that are in pending status, the reason, and how long they've been pending.

Need more canned reports that can accurately provide a total number of readmits by referring facility, referring person, and attending physician within a time frame.

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...

client provided some insight into the initiatives that HOSF and the hospice world generally are starting to ramp up on. He advised that LOS analytics are "on the radar" more than ever before - lots of investing is happening to help companies ident...