Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
View search selection hold for bulk updating ownership
On a view, add a way to search for an account under the All Accounts View and check the box, then search for another account and a third etc. before selecting “bulk action-assign owner”. Make it where each box you checked under different search cr...
For the notification of referral or admit, please show the Physician name versus the patient.
In the Trella mobile APP, under the upper right corner where the bell is- the notification of referral or admit, it would be great if it could show the Physician name versus the patient. This would allow users to quickly check for any new referral...
Ashley Scrimo
4 months ago
in Referrals
0
Will not implement
Adding option to add referral owner field when creating new referral
User would like to have the ability to add Referral owner when creating new referral instead of editing and adding this information after they created the referral.
Guest
4 months ago
in Referrals
0
Will not implement
Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens
5 months ago
in Reporting
0
Will not implement
Related to https://crmsupport.trellahealth.com/hc/en-us/articles/5478486255635-Navigating-the-Overview-Tab (screenshot purposes) The Charts relative to each Marketers Referrals, Admits and Events by top 100 sources is not available to non-Admins
Jessi Owens
almost 2 years ago
in
0
Will not implement
0
Will not implement
