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Referrals

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Connect to HCHB

If the sales team could connect to Home Care home base from their CRM that would be life changing. We need to be able to see if a patient is current or has ever been current on our services.
Guest 2 months ago in Referrals 0 Already exists

Date of birth

Include patient dare of birth in the notifications
Guest 3 months ago in Referrals 0 Already exists

Save documents to a referral/order

Add the ability to upload and save documents to a patient/referral
Jessi Owens 3 months ago in Referrals 0 Future consideration

Discharge push notifications on mobile

Add a push notification when a referral status is changed to Discharge
Jessi Owens 3 months ago in Referrals 0

Adding an update for a referral that has passed.... Deceased.

Trella does a great job at telling us about a referral and the stage that it is in... pending and admit, but can Trella tell us when a referral has passed away. Perhaps labeling them deceased? That way we can check Trella for real time about our p...
Guest 9 months ago in Referrals 0

Referral Tracking Capability

We need to be able to input a type of new referral (example: oxygen, enteral, or ventilator) and tie it to a Hospital (and the Social Worker that sent it), and which Sales Rep the new referral was awarded to. We need to be able to pull monthly rep...
Guest 9 months ago in Referrals 0

Please create an option for an admin or manager to "lock" certain views so they cannot be edited by other users.

CRM admins and managers would like the ability to turn on or off editing capabilities for other users on certain views in the CRM. Users currently can edit global views that have been shared with them, resulting in view display issues for other us...
Ashley Scrimo 12 months ago in Referrals 0

Add CRM banner: Last update received from EHR <date>@<time>

Integrations is asked continually when did we last get an update from EHR
Guest about 1 year ago in Referrals 0 Will not implement

Disable the end user permission to change or update Referral Ownership

End users (non admin roles) should not be able to update referral ownership in Marketscape CRM.
Nica Yabut about 1 year ago in Referrals 0 Future consideration

Add New Status' in CRM

Add new Referral / Order statuses in CRM by making the status more customizable. Request to add HOLD as a status
Jessi Owens 5 months ago in Referrals 0 Will not implement