Need the ownership of an account when updated to propagate to all associated contacts.
When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.
When you are out visiting your facility and have a action step. I add that to do item to my tasks. It would be helpful if there was an action step once you worked on that task and complete it.
Need an option to add extension information. Current phone data does not allow enough characters to keep extension on same line as phone number. Either more characters on phone line entry or a new entry bix to add extension please.
Can we link or connect the providers to accounts when we create them/
When we create accounts, can we add an option of populated physicians that are pre programmed and entered into the search engine that we would be able to add or attach to the associated account we create. Versus manually adding in the providers. O...
ability to see current patients that reside in facilities
either add a date range filter to filter for patients currently on service to the referrals tab on mobile for a facility or add the ability to look at views on mobile