Assist with Marketing Campaigns. Ideally this feature would allow for agencies to integrate with their marketing platforms. During evaluation it was thought this would be a partner rather than build.
Notifications - Ability to customize Notification > Enabling per business line referrals HOS/Palliative/Home Health
Customer would like to turn off n otifications for palliative care referrals only need to be turned off leaving the notification for hospice referrals turned on.
Reports > Add ability for search, select all/deselect, reset to default in the dynamic field report
It would be nice to have the following: Search field useful when there are lots of fields available and you need a specific field to include in the report. Select and Deselect all very useful if the user needs all the data, he/she down not need to...
Need the ownership of an account when updated to propagate to all associated contacts.
When a new user comes in and they're assigned ownership of an account, it would be helpful if all the associated contacts for the account were also assigned to the new account owner.
customers would like the ability to select multiple fields in reports. for example, the daily visit report...adding the ability to select 2 or more event types. this helps cut down on number of scheduled reports & the need to use excel to pivot
Guest
7 months ago
in Reporting
0
Future consideration
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0
Future consideration
