Reporting

Provides insight into Specific codes/ insurance/ if it was billed? Not sure if the integration picks this up? and referring or primary provider.

events to be grouped by rep with total count of events and actual completed time. This will allow managers to pull daily reports to see who planned their day prior to the day in an organized manor. by specific dates, unlike advance ae summary report

On the daily visit report we do not have the ability to see what the "subject" of the call is, when the even was actually completed, and event purpose and expected outcome.

Change date range on my performance summary in Home Tab.

On the Inactivity Report the CONTACTS AND ACCOUNTS section we need to add an option to include or exclude Parent Companies. Parent Companies are not included currently in this report.

I will be able to utilize reports such as AE detailed account summary report to manage and rate accounts in my teams BoB from the report.

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?

The Agency Overview is taking up too much space in the Overview page that it leads to users scrolling to the right which makes it inconvenient.

A report function to retrieve account hierarchies. Parent accounts down to subordinate accounts. This is already being generated in the Account details section of the parent account.

As it stands in CRM, we have to pull a separate report for each individual referral source which can be labor intensive and time consuming.