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Reporting

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Task Points/Vaules

can you add an option to show the actual points we have received for the tasks…as well as the completed tasks count?
Guest over 1 year ago in Reporting 0

Reduce the space of the Agency Overview

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.
John Agravante about 2 years ago in Reporting 0 Will not implement

All Referral Hospice LOS Summary Report

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.
Guest over 2 years ago in Reporting 0 Future consideration

Reporting - Pending Reason Report

Ability to see referrals that are in pending status, the reason, and how long they've been pending.
Alex Chesnutt almost 3 years ago in Reporting 0 Future consideration

Trend Alerts / Reporting

Users would like an easier way to see changes in referral trends. Below are two examples where users would like to have visibility to trends that they currently have to sift through data for:New referral sources. Presently, when new referral sourc...
Alex Chesnutt almost 3 years ago in Reporting 0 On Roadmap

Data based notification - significant data change

As a sales rep, I want to be notified if there is a significant change in data for sources (quarterly) or other data points that may be critical to my interactions with referral sources.
Meredith Lawler about 3 years ago in Reporting 0 On Roadmap

MoM AGGREGATION REPORTING

Aggregated Referral source productivity reporting Month over Month Aggregated Marketer productivity reporting Month over Month Aggregated Marketer coaching reporting Month over Month Aggregated Goal reporting Month over Month
Jessi Owens 5 months ago in Reporting 0

Report for Key Metrics and Components for Referral Source Forecasting

Historical Performance Analysis: Conversion Rates by Source: Analyze how many leads from each referral source convert into admissions. Look at historical data (e.g., month-over-month, year-over-year). Revenue Contribution: Track the total revenu...
Jessi Owens 5 months ago in Reporting 0 Future consideration

Facility Type Filter on Goals Page for Admissions

Customers are looking to increase length of stay for hospice admissions and are looking at ALFs and SNFs as a way to do that. They are encouraging and compensating reps to find patients at these locations and so creating a goals filter for facilit...
Josh Price 7 months ago in Goals / Reporting 0

Using SOC for Admit Goals

If our goals are tracking Admits by Date Entered this will provide an inaccurate Measure of Admits
Bryan Costreie about 1 year ago in Reporting 0 Already exists