Reporting

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...

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

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

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.