Whenever a customer wishes to create an event, they can choose to make certain fields mandatory, ensuring the necessary information is provided when creating the event.
Add a field to Expense Module to Include Date Entered
My customer would like to know the date their reps are entering their expenses as opposed to the date of the receipt/purchase date to check for timeliness.
Guest
6 months ago
in Expenses
0
Future consideration
Show history of coordination notes for patient in CRM, not just the most recent
Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"
Pierre Menard
7 months ago
in Referrals
0
Future consideration
Add Hospice Last Claimed Counts to Map Filter Criteria
currently, in CRM, the map functionality gives top Physicians by Hospice patients overall. however, the more helpful metric may be to ADD hospice patients last claimed.
Guest
7 months ago
in Market Data
0
Future consideration
Detailed AE Summary Report Visit frequency to Last Vist
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...
Bryan Costreie
8 months ago
in Referrals / Reporting
0
Future consideration