Reporting

It would be helpful if admins could filter by the supervisor on the approve owner change reports to understand who has outstanding action items.

It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...

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.

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

Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:New referral sources. Presently, when new referral sourc...

Client has requested that the Trending admit by referral owner by referring facility be updated to include additional information: - Add facility type - column report- Add facility type filter to head of column- Primary facility category is the fi...

As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.

Steve would like to see more robust reporting on Payer Type, as their marketers are goals specifically on Medicare admit volume (vs just admits as a whole) and therefore much of the Reporting tab, Charts, and Goals aren't helpful for their KPIs. C...

During our chat earlier, you had inquired if there was a report or configurable dashboard panel that allows users to see a day-to-day census comparison over a period of time (such as a week). We presently do not have this ability available in Play...