Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED
Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
Currently, orders do not capture accounts of the provider. It would be helpful to be able to create a new order from the patient profile, and it automatically bring in the prescriber and facility assigned to patient.
When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box
"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)
It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.
Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
4
Already exists
