one of the most helpful metrics in hospice to determine an inferred referral relationship is hospice patients last claimed.

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.

add the ability to goals to set once a quarter & each month, the goal will auto-update to the new goal at the beginning of the month.

It would be great to be able to look at the Advanced AE Summary Report (Orders) for month to date or last month.

During a training with an onboarding customer, customer asked if Quarterly was an option to select when scheduling a recurring event type.

A customer's organization may use the term "Event" differently than a sales rep activity day to day. Instead the organization prefers to use the term "Sales Call" to track a rep's day to day activity. An "Event" to the organization is truly an eve...

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?

to help properly categorize clients need other specialties : Wound Care

I’d like to schedule an event on my calendar with patients

Please add a Goal filter of Contact