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Referrals

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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 about 2 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 about 1 month ago in Referrals 0 Will not implement

CRM Mobile: Match referral to Order view

Streamline visibility for Orders and Referrals and make searching more efficient by presenting as "My", "Recent" and "All" with filters of status type
Jessi Owens about 2 months ago in Referrals 0 Will not implement

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

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