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PINNED Remove Shared Owner Report
Create an action mimic the request owner workflow for removing ownership
PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references

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Showing 324 of 324

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 7 months ago in Referrals 0 Will not implement

Ability to arrange Contacts by their last name in Mobile

user is more familiar in using Doctor's last name and would be more convenient if there is an option to arrange the contacts list using doctor's last name.
Guest 7 months ago in Accounts & Contacts 0

Custom Objects - Event Type requirements

Certain Event Types to have different requirements. For example - OOO doesn't need to have call/visit notes be required.
Maegan Williams 7 months ago in Calendar & Events 0 Future consideration

Event Type Date Span to mimic Outlook

Event Type Date Span needs to go across each day of span chosen. For example - if you choose OOO Event Type and put a week timeframe in the Event, it only shows on the first day, it does not span the timeframe entered on the calendar. It needs to ...
Maegan Williams 7 months ago in Calendar & Events 0

a comment/additional info section for Events notes

If we have enter an event note and have complete it/ Can a section be created if additional information regarding that Events notes was provided?
Guest about 1 year ago in Referrals 0

Notifications - New Notes

Alert the Referral/Order owner once there has been an update to the associated notes.
Jessi Owens 7 months ago in Reporting 0

Attach documentation

Team members in the field who rely on clinical documentation for referral source updates would benefit greatly as this data is part of their intake process and update process.
Jessi Owens 7 months ago in Referrals 0 Future consideration

Mobile App - Manual addition of intake notes with templates

Part 1 - Ability to manually add referral intake notes Part 2 - Develop note templates for manual intake
Jessi Owens 7 months ago in Referrals 0

Mobile App - Stats

Include in Stats Admission calculation those referrals and orders with a date entered outside of the criteria window. Have these represented not just in the numbers as they are today, but also in the drilldown admission data.
Jessi Owens 7 months ago in Reporting 0 Will not implement

CRM Mobile - Admin visibility to team

Allow Admins / Leaders to see Referrals and Orders that their Team Owns
Jessi Owens 7 months ago in Referrals 0 Already exists