Reporting

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.

to include a filter to identify what the providers role was on the referral/ order

We currently have this at the user level but not at the Team & Agency

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.

When putting in Call/Visit note or Business purpose, the app does not correct misspelled words. It doesn't even highlight them

Regional Managers will have the capability to retrieve all their territories simultaneously, rather than generating one report at a time.

Create a custom view and have the ability to assign it to specific users/roles

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.